1-3 - recap 2021 top metrics 4-5 - highlight government interest in supply chain security and EU visit 6 -big pic growth plan 7-12 - Kalgoorlie update (all long lead items ordered; first section kiln delivered) 13 - New drilling results (from current mine floor into apatite 14 - Newly developed Malaysian water treatment improvements / MMI grant for industry-first REE carbonate refining process (hoping for more info on this) 15 - Magnet market dynamics 16 -18 - ESG highlights ------------ This year:
There will be a lot more on Kalgoorlie progress; I am hoping for a "feed on" timeline.
More about the LAMP; work in progress; water supply issue and resolution; strategy for KAL/MAL C&L switchover; new LAMP role insights (e.g., more refining incl Dy/Tb)
There will be info on progress at Mt Weld - a $500M Mt Weld expansion project is a HUGE upgrade;
Lynas now has three large and larger capex projects in motion - it wouldn't hurt to offer comfort that all are on track given the associated July 2023 deadline. Imho, it would be a minor miracle to have all still on schedule after the interruptions of the pandemic and shipping etc.
LYC Price at posting:
$8.42 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)