Big thnx Cindy, can't remember seeing that page before.
Another interesting value there is the first:
Rare earth carbonate 22000-24000 av 230000 yuan / ton
REO 42.0-45.0% / domestic
Effectively concentrate, I would imagine pre tax, with a value US$3.50kg.
I'm sure HAS, et al, will make a bucket selling con into the Dragon.
Highlights the relevance of this quote, particularly in light of DonT's grandiose gesture yesterday:
"Once a dominant position is established in an industry with high barriers to entry attributable to the following three characteristics:
1. High R&D costs;
2. High capital costs; and
3. High [global] infrastructure development costs to achieve economies of scale that will drive down per unit manufacturing costs it becomes very unlikely that foreign corporations will similarly allocate capital to the development of these industries if they are guided by natural market forces that require profits to be achieved within a reasonable time period."
Highly unlikely ANY ROW competitor will come anywhere remotely close to Lynas scale for a decade or more, that investment choice will become blindingly clear over the next couple of years.
BTW Cindy, do you read Chinese at all? Some of the regular reports are now being presented in PDF, which defy web translation, any able to help pull out the major points?
- Forums
- ASX - By Stock
- LYC
- Pr/Nd oxide up again, market sentiment bullish
Pr/Nd oxide up again, market sentiment bullish, page-576
-
- There are more pages in this discussion • 27 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LYC (ASX) to my watchlist
(20min delay)
|
|||||
Last
$7.75 |
Change
0.030(0.39%) |
Mkt cap ! $7.244B |
Open | High | Low | Value | Volume |
$7.71 | $7.81 | $7.63 | $12.03M | 1.561M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 6556 | $7.73 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$7.77 | 3385 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 2000 | 7.640 |
3 | 20260 | 7.600 |
1 | 3000 | 7.550 |
2 | 2833 | 7.500 |
1 | 2000 | 7.430 |
Price($) | Vol. | No. |
---|---|---|
7.840 | 293 | 1 |
7.850 | 6064 | 3 |
7.870 | 2000 | 1 |
7.890 | 8800 | 2 |
7.900 | 24269 | 7 |
Last trade - 16.10pm 11/10/2024 (20 minute delay) ? |
Featured News
LYC (ASX) Chart |