LYC 0.45% $6.68 lynas rare earths limited

Interesting no GR related questions came up which is appropriate...

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    Interesting no GR related questions came up which is appropriate since they didn’t come up with MP either. Was struck by Amanda’s statement that China Northern and Lynas are the low cost providers who can still make money at these prices and all other producers mainly in China are under water. That clearly suggests a bottoming and consistent with her earlier comments on call a gradual price improvement. This also suggests that this is a very good time for someone like GR to invest which she has indeed in MP as well as Lynas.
 
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