LYC 1.65% $6.15 lynas rare earths limited

Lynas/Industry News, page-149

  1. 6,213 Posts.
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    Sharpening the contrast a bit more each day.

    Lynas has dropped in estimation with effective loss of sovereignty over #1 product stream as well as anything else Japan might require as they pivot. Assuming Honda ever does.

    Not a killer blow to LYC.

    My "Sentiment" remains a hold, though not averse to adding.

    Not half bad LT surety with Toyota Byd highlighting their very interesting pivot to EV; additionally, component traction motors could be the only way ex-China ex-Japan Big Auto can pivot.

    More likely they hoe the ROWs where the Zoes go.




 
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