Make no mistake, Lynas not only has the IP to process SEG/HRE they are confident they have the most cost effective process and Blueline provide a brownfield where this can be fast tracked with numerous assets already in place, incl downstream expertise, plus a footprint supporting expansion.
US Govt has called for expressions of interest for distinct projects, each to be eligible for matching funds up to $20M for US domestic:
LRE separation & finishing to oxides
HRE separation & finishing to oxides
Metal & Alloy manufacture
NdFeB manufacture
In other words a RE magnet supply chain, first solid indication US is finally prepared to seriously walk the talk of the past decade.
Any with a rudimentary knowledge of the industry, Kal outline & recent history should be able to figure how Lynas is going to pull all this together, I've certainly pointed at it all at various stages, incl a specific mag maker a couple of years back.
Ann: Lynas Selects Kalgoorlie, page-26
Add LYC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$6.22 |
Change
0.070(1.14%) |
Mkt cap ! $5.813B | |||
| Open | High | Low | Value | Volume |
| $6.21 | $6.22 | $6.07 | $13.54M | 2.193M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 12000 | $6.20 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.22 | 12273 | 2 |
View Market Depth
| Last trade - 16.10pm 29/07/2024 (20 minute delay) ? |
| LYC (ASX) Chart |