LYC 0.90% $7.70 lynas rare earths limited

LYC; looking forward, page-59

  1. 19,587 Posts.
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    Up to Lynas now, all the pussy footing around has been shredded by WES, probably prompted by UBS who have developed the best handle on Lynas/RE forwards over the past 10 months.

    Lynas has to present a credible case UBS numbers on a page conservative, and demonstrate WES as usurpers Oz expansion incl C&L.

    Only way to either draw funding for independent development or extract a more robust valuation for current equity.

    Very clearly LYC in play, equally WES on the nose, respective SP's should reflect that.
 
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