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roberter1

1,854 Posts.

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14/07/17

18:56

Post #: 25877037
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Originally posted by ausheds ↑

One of the better discussions here, frankly I think it boils down to awareness, if consolidation were a unilateral action on the ASX I would probably tend to agree with Ww1, but if it was one part of a coordinated action to broaden the SH base geographically AND to clearly identify Lynas' unique position in the global supply chain several of its key assets would be better recognized/valued.

IMO there is almost a complete lack of understanding ROW of the tiny industry, with just a handful of significant players > REO > metals > alloys > powders > NdFeB magnets, that creates a key component for $trillions finished product, incl a large proportion of "green", particularly EV which enjoys copious amounts of publicity showing exponential growth rates.

What needs to be clearly illustrated is that Lynas is now No. 2 of only three signicant NdPr producers globally at the very top of that supply chain and by far the largest to independent manufacturers. Notably Lynas expansion is NOT constrained either by production quotas as are the two existing Chinese peers, or by the need for massive startup CapEx as are the perennial wannabes.

Musk will do a song & dance show shortly re adaption NdFeB Mod3, when the music stops I wonder if any will ask where the NdPr is coming from?

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Aus, if the macros continue as is the market will find LYC. When found they will start to understand, even the yanks. With the debt equity structure well and truly a drag on the SP more delay in the light bulb moment is part and parcel of investing in this company and the cost of the Chinese thru their actions inviting hedge funds onto our register.

I know you don't agree but would love LYC management to acknowledge SH pain over last 36 months and get that bloody debt down even at expense of some long term gain for company.

r

LYC Price at posting: 10.5¢ Sentiment: None Disclosure: Held
2 Upvote

0 Great analysis

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