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.
a good time to go short ?, page-72
-
- There are more pages in this discussion • 10 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LYC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$7.76 |
Change
0.060(0.78%) |
Mkt cap ! $7.253B | |||
| Open | High | Low | Value | Volume |
| $7.72 | $7.90 | $7.70 | $22.34M | 2.868M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 4481 | $7.76 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.78 | 14225 | 2 |
View Market Depth
| Last trade - 16.10pm 27/09/2024 (20 minute delay) ? |
| LYC (ASX) Chart |