LYC 0.00% $7.41 lynas rare earths limited

UBS upgrades Lynas, page-7

  1. 3 Posts.
    I read it all. FXNCLN's summary is good. I would add a point on political risk. They do not feel that the risk of Malaysia shutting the operation down is great. However, there is a risk in permitting for greater capacity. They feel it will happen, but the timetable will be delayed.
 
watchlist Created with Sketch. Add LYC (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.