This is a good read and succinctly summarized the reason I’m invested in Lynas. Their EV sales growth forecast may seem bullish, but I think it the growth rate will be 1.5-2x faster, than their model for two reasons. First, they assume the CAGR to be lower than it is now, which is not expected for a disruptive product on S-curve growth. Second, BEVs are forecast to become less expensive than ICE within two years. They forecast REE demand outstripping supply 10 years from now. If EV sales double every 2 years as they are now, I expect pressure on REE prices to follow well before that.
- Forums
- ASX - By Stock
- LYC
- Adamas Intelligence Report - Electric Growth
Adamas Intelligence Report - Electric Growth, page-2
-
- There are more pages in this discussion • 27 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LYC (ASX) to my watchlist
(20min delay)
|
|||||
Last
$6.77 |
Change
0.030(0.45%) |
Mkt cap ! $6.318B |
Open | High | Low | Value | Volume |
$6.72 | $6.80 | $6.72 | $3.655M | 541.0K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
15 | 4827 | $6.76 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.77 | 40084 | 18 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
14 | 2658 | 6.750 |
18 | 24127 | 6.740 |
15 | 42403 | 6.730 |
7 | 15983 | 6.720 |
7 | 5063 | 6.710 |
Price($) | Vol. | No. |
---|---|---|
6.760 | 5443 | 25 |
6.770 | 45317 | 17 |
6.780 | 23288 | 15 |
6.790 | 27407 | 13 |
6.800 | 18833 | 13 |
Last trade - 11.34am 05/09/2024 (20 minute delay) ? |
Featured News
LYC (ASX) Chart |