LYC 2.72% $7.14 lynas rare earths limited

Today, the beginning of ‘the uptrend’, page-167

  1. 6,339 Posts.
    lightbulb Created with Sketch. 1113
    Jumping right to the most expensive architecture (so-called P4, electric rear axle)!?!
    That should set off some alarms for the intelligent reader.

    Calling it "highly cost-effective", yet there are no discussions of cost whatsoever.

    "Doing so yielded an average fuel economy of 54mpg (4.3 liters/100km), thus providing a 60% fuel economy improvement over conventional ICE vehicle with base 33mpg (7.2 liters/100km)."

    33 mpg ICE vehicle - this is a light vehicle. Like a Toyota Corolla or Honda Civic; both of which are priced ~$20,000. The article's proposed conversion, should they ever design such a vehicle, is going to add a lot, like $10,000.
    ~Adding a 2-3X larger battery (25kW, vs typical <10kW MHEV battery). Such a battery would need to be about 12kWh, I believe; at $250/kWh (being extremely generous, assuming mass production), that's $3000. Author uses a simulated battery; suggests no cost range.
    ~Adding an electric drive axle (they never mention the boost power rating) is going to cost at least another $5000, I estimate. The article mentions dual motors in one place; suggests MGUs at every wheel in another. Again, not a real vehicle.

    The vehicle discussed in the article is simulated, not real; no costs are presented.
    That's just two of a number of reasons this article does not provide any support whatsoever for your "highly cost-effective" 48VMH dreams of conquest.

    If you came to a meeting at my company, you would be seen to have embarrassed yourself by such a presentation; that's not an insult, it's a fact based on facts and logic.
 
watchlist Created with Sketch. Add LYC (ASX) to my watchlist
(20min delay)
Last
$7.14
Change
-0.200(2.72%)
Mkt cap ! $6.673B
Open High Low Value Volume
$7.34 $7.34 $7.13 $39.28M 5.467M

Buyers (Bids)

No. Vol. Price($)
1 1546 $7.13
 

Sellers (Offers)

Price($) Vol. No.
$7.15 72361 6
View Market Depth
Last trade - 16.10pm 15/11/2024 (20 minute delay) ?
LYC (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.