Don't count Moly out. Check out their disposal site right at the mine. Not an expense anywhere close to what Lynas faces.
American skilled trades built the Moly plant. It will work, that is a fact. It will be at full production 30 days from start-up, IMO, and start-up will be very soon. Lynas' one year head start has disappeared. The US govt wants Moly to succeed so they will.
No point hoping Moly will drop out, they won't. Lynas will have to compete to survive. Smith wasn't the right guy at Moly, NC is not the right guy at Lynas. Moly is taking care of business, Lynas much less so.
will there be one less player in the market, page-20
Add LYC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$6.28 |
Change
-0.130(2.03%) |
Mkt cap ! $5.870B | |||
| Open | High | Low | Value | Volume |
| $6.31 | $6.34 | $6.27 | $6.328M | 1.006M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 40 | 24911 | $6.28 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.29 | 27245 | 72 |
View Market Depth
| Last trade - 13.56pm 10/07/2024 (20 minute delay) ? |
| LYC (ASX) Chart |