Still trying to connect a lot of dots. Let’s see Lynas plant still in planning in Texas, Perot owns Texas, MP plant open late 2023 in Ft. Worth, Lynas Kalgorlie plant open July 2023 with Malaysia still a question, presumably unlimited global demand with extreme ramp in EV 2025, Sumitomo inked deal with MP for NdPR supply to bypass China in EV rare earth supply chain for distribution in Japan with ores refined in Vietnam and Philippines for shipment to Japanese magnet makers for 3,000 tones covering 30% of Japan consumption 2/22/23 announced, Kennedy visit to Kalgorlie and US support for Malaysia to leave it alone in Malaysia. US support for non-China supply chain, Mountain Pass and Mt. Weld similar in supply of world mined supply in 10-15% range approaching say 30% starts to rival China. Who’s the puppet master and what does that mean for Lynas - I guess maybe US Geological Survey? Science for a changing world motto since 1997 and we are being lead by the science. Lynas is good we are on the side of light! Sausage making is so messy!! Meanwhile Amanda speaks tonite. As an investor I would like both Malaysia and Kalgorlie because we should be able to sell all we make but not sure that is what is built into market price. At least we have Kalgorlie!
Ann: Lynas Appeals Malaysian Licence Conditions, page-124
Add LYC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$7.10 |
Change
0.020(0.28%) |
Mkt cap ! $6.636B | |||
| Open | High | Low | Value | Volume |
| $7.05 | $7.10 | $7.01 | $26.26M | 3.714M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 21895 | $7.09 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.10 | 46946 | 15 |
View Market Depth
| Last trade - 16.10pm 21/05/2024 (20 minute delay) ? |
|
|||||
|
Last
$7.07 |
Change
0.020 ( 0.02 %) |
||||
| Open | High | Low | Volume | ||
| $7.05 | $7.09 | $7.02 | 400096 | ||
| Last updated 15.59pm 21/05/2024 ? | |||||
| LYC (ASX) Chart |