LYC 1.08% $6.58 lynas rare earths limited

Dumb question, page-2

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    Lynas can add little value to either a metal or mag maker, it is looking to invest heavily in expanding ROW NdFeB production from supply side but that is a mammoth task requiring the alignment of disparate interests & expertise to match the dominant player.

    Really should be happening top down but after a decade of neglect Lynas is pushing bottom up.

    Lynas does not need a captive customer, it needs an expanded ROW customer base.
    Last edited by ausheds: 19/06/20
 
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