LYC 1.39% $6.56 lynas rare earths limited

I'm very pleased that AL has confirmed that Lynas is a low cost...

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    I'm very pleased that AL has confirmed that Lynas is a low cost producer in the Q&A.
    Her comment (from memory so paraphrased):

    Lynas is a low cost producer. Most Chinese producers are losing money at recent RE prices. Only 2 companies can make a profit at these levels. Lynas and Northern RE which has a slightly lower price profile than Lynas.

    Oops, just saw We's new post making the same point. But it bears repeating!


    Last edited by EddieB: 24/04/24
 
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