LYC 2.72% $7.14 lynas rare earths limited

Wong Tack letter in Malaysiakini, page-34

  1. 19,587 Posts.
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    "It's not so much about the deposits, but more about their processing."

    Only taken a decade, but appears they've finally worked out the first half of the story.

    As the first significant ROW HRE play, and on US soil, Lynas/Blueline should be at the head of the queue for funding support, and what small DOD offtake there is.

    Potentially DOD may add to stockpile, boosting annual demand somewhat, Japanese will grab the balance.
 
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