Why would you care? From Trump seeking to anything actually happening could be years may be decades. With the way Trump flip flops Never is a distinct possibility. How could this possibly change Lynas's performance in the next 4 years, or longer? If it did it means more competition is that a positive? Just two weeks till end of Q and still no word on Texas being permitted for build and it was promised to be in production late 2022 (2019 2025 PLAN) Do you think this impresses USG to use Lynas again? Yes AL tells us all the good work they are doing on permit but if no permit in two weeks they yet again miss a date they promised. If they copy KAL performance they will be late, severely over budget, 4X, and way under Expected capacity. Read the 2019 plan.
Or focus on Lynas performance in Texas. Why would USG use them again? Original date was late 2022 for early production.
Your information was correct 4 years ago. You should try updating your data. MP is now producing REO for several elements. They are shipping metal samples from there Texas metal and Magnet facility. Magnets are probably less than a year away. Keep thinking with older data it helps to hide the truth. Yes they are still Shipping lots of unseparated concentrate to China to generate cash. but note this is roasted oxide concentrate which if far more advanced than What MT weld and KAL produce combined
LYC Price at posting:
$7.06 Sentiment: Sell Disclosure: Not Held
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