LYC 0.24% $6.28 lynas rare earths limited

a good time to go short ?, page-72

  1. 19,584 Posts.
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    OMG, Nd & Pr are very clearly LREE by any definition but also the major inputs into the fastest growing market with a CAGR circa 10%. Nothing wrong with LRE as long as it's La, Nd or Pr, and it's definitely the volume end of the market.
    28% higher prices Q on Q with 25% vol growth, not only looks like a bottom but most likely indicates Lynas will be cash flow positive at a LAMP 1 run rate.
 
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