LYC 2.37% $7.78 lynas rare earths limited

Ann: Lynas Malaysia Plant to Restart on 4 May 2020, page-46

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  1. 19,587 Posts.
    lightbulb Created with Sketch. 4975
    Only a process worker, small cog in a big wheel, could drill down to such a myopic POV, totally ignorant of the far broader economic factors that define any mkt let alone such a tiny "closed workshop" business as Tb/Dy > NdFeB.

    HRE separation is probably the LEAST "essential" step, that knowledge was developed in the West over 50yrs ago by Rhodia/Solvay, it ain't rocket science, basically designing a flow sheet that best manages the volumes of individual elements in your feedstock to produce what you can sell profitably at mkt. Here's a dead simple one for you where the first stage would be separating TbDy with the medium weight SEG then a three stage process to separate Tb & Dy as the primary economic drivers, balance Ho > Lu stockpiled as & when.

    thePages from C211.jpg

    Separation is NOT the Holy Grail, very clearly the twin "essentials" of HRE totally escape your "process" myopia which is hardly surprising given they are both economic:

    Firstly, a feedstock to separation where the value of the elements contained at mkt is ~3x the cost of that feedstock > shouldn't be so difficult to understand Lynas twin advantage there.

    Secondly, a customer/demand base where the addition of any significant supply to a tiny, closed mkt will not collapse price > nor should it be difficult to understand Lynas unique engagement to a critical portion of that mkt.

    If you can ever get your head around those realities you may have a hope of understanding:

    Punting Dy 2020, as smart as horseshoes 1920

    Dy is an enabler, a means to an end, no one will ever create a viable business based on Dy.
 
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