Reads like a US sales pitch, refers to Lynas "heavies" capacity but perhaps missed the opportunity to emphasise it in response to the Fake News circulating in the US that lumps Lynas in with MtP with minimal HRE.
Does confirm HRE separation project all ready to go, have to wonder just how long they can wait for US to get their act together before pulling it back to LAMP.
Also confirms that separated HRE suite will open the door for more customised downstream RE compounds, further value adding within the business, dig the moat even deeper.
Ann: Investor Presentation May 2020, page-2
-
- There are more pages in this discussion • 32 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
$7.61 |
Change
-0.100(1.30%) |
Mkt cap ! $7.113B | |||
| Open | High | Low | Value | Volume |
| $7.65 | $7.65 | $7.49 | $13.50M | 1.778M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 10000 | $7.57 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.61 | 6808 | 1 |
View Market Depth
| Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
| LYC (ASX) Chart |