LYC 0.00% $6.40 lynas rare earths limited

afr: mt kellett may convert debt into equity, page-20

  1. 5,056 Posts.
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    Yep, plenty can happen over the next 27 months.
    Maybe asf can clarify but it seems that Mt K has approached Lynas to do a deal and not the other way round.

    More important issues that need to be dealt with ATM IMO.
    Additional funds to see Lynas through to sustainable 11Kt/pa production rate most important of all. How that is achieved, we should find out soon enough.

    Unless REO prices take a dive, I can not see Lynas SP going down once sustainable 11Kt/pa run rate is achieved.

 
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