Fairly called dttk. I was of belief MP are now producing refined products but not quiet yet.
Anyway Lynas it is for now - very nice. All the hopefuls/potentials as always a long way off - aru perhaps the exception. One would not wish to be in the cue of concentrate suppliers to China - whom will pick their cheap buddies supply in Myanmar or their pretense Vietnamese supply (Chinese owned) before any other concentrate suppliers. This is where Lynas is expanding with capacity to process external at Kal - magnets in future - US L/H plants progressing. Basically copy book stuff of Chinese. ARU are interesting and positioned well with all in house mine/refinery - finished product of PrNd mainly. Anyway as ex China future demand arrives - I'm confident and have years to collect on these. Just like end users in Japan - US stockpiling at these extremely low levels/opportunities - one is optioning to exercise the same in these very low company share prices.
LYC Price at posting:
$7.11 Sentiment: Buy Disclosure: Held
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