Make no mistake, Lynas not only has the IP to process SEG/HRE they are confident they have the most cost effective process and Blueline provide a brownfield where this can be fast tracked with numerous assets already in place, incl downstream expertise, plus a footprint supporting expansion.
US Govt has called for expressions of interest for distinct projects, each to be eligible for matching funds up to $20M for US domestic:
LRE separation & finishing to oxides
HRE separation & finishing to oxides
Metal & Alloy manufacture
NdFeB manufacture
In other words a RE magnet supply chain, first solid indication US is finally prepared to seriously walk the talk of the past decade.
Any with a rudimentary knowledge of the industry, Kal outline & recent history should be able to figure how Lynas is going to pull all this together, I've certainly pointed at it all at various stages, incl a specific mag maker a couple of years back.
Make no mistake, Lynas not only has the IP to process SEG/HRE...
-
- There are more pages in this discussion • 3 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
$6.13 |
Change
-0.030(0.49%) |
Mkt cap ! $5.729B | |||
| Open | High | Low | Value | Volume |
| $6.16 | $6.20 | $6.10 | $18.66M | 3.037M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 16114 | $6.13 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.14 | 24774 | 3 |
View Market Depth
| Last trade - 16.10pm 02/07/2024 (20 minute delay) ? |
| LYC (ASX) Chart |