LYC 2.84% $6.52 lynas rare earths limited

Lynas and MP?, page-5

  1. 1,149 Posts.
    lightbulb Created with Sketch. 796
    This post was on the wrong thread:

    One key question IMO is: can ex-China producers meet the supply needs of ex-China end users?
    And can supply grow with demand? This applies to every stage: mine -> conc -> separated REOs -> metals -> magnets.
    So far Lynas plus tolling to metals (mostly in Vietnam I believe) are doing a pretty good job for Japan apart from HRE which are coming soon.
    I expect Lynas + MP (whatever combination) can grow into the US market as it develops.
    However I very much doubt the ROW end users or governments would want a monopoly supplier.
    If MP fails or merges with Lynas it's a sure thing that some of Hastings, Iluka, Arafura Texas RE etc will be championed even beyond current US and Aus government support.
    I'm happiest if Lynas and MP stay as competitors.
 
watchlist Created with Sketch. Add LYC (ASX) to my watchlist
(20min delay)
Last
$6.52
Change
0.180(2.84%)
Mkt cap ! $6.094B
Open High Low Value Volume
$6.44 $6.55 $6.43 $6.912M 1.062M

Buyers (Bids)

No. Vol. Price($)
43 27475 $6.52
 

Sellers (Offers)

Price($) Vol. No.
$6.53 12823 29
View Market Depth
Last trade - 14.40pm 04/07/2024 (20 minute delay) ?
LYC (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.