It's no longer Tesla. It's Ford, GM, VW, Mercedes, and every other major Western manufacturer. It is windmills. It is the fact that most of China's capacity will be sucked up by their own EV/windmill industries.It is the fact that Western economies are rapidly de-coupling with China, which will continue.
And Lynas is, as noted, the only downstream REO producer for the time being (not sure if MP has their operation back up and running) with great strategic plans in place. More importantly, KAL is a go, giving Lynas a huge advantage in Australia.
It looks more and more like China will accelerate its confrontational posture vs the US. RE's were identified back as far as Hua as one of China's primary strategic advantages.
Why Lynas is going up and will continue to go up, page-4
-
- There are more pages in this discussion • 117 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LYC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$7.79 |
Change
0.035(0.45%) |
Mkt cap ! $7.253B | |||
| Open | High | Low | Value | Volume |
| $7.75 | $7.81 | $7.70 | $4.015M | 517.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 28 | 4647 | $7.78 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.79 | 6186 | 29 |
View Market Depth
| Last trade - 13.44pm 15/10/2024 (20 minute delay) ? |
| LYC (ASX) Chart |