LYC 1.14% $6.22 lynas rare earths limited

Ann: Lynas Selects Kalgoorlie, page-26

  1. 19,584 Posts.
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    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.
 
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