LYC lynas rare earths limited

I do not thin MAL Government or Lynas wants to shut down Lamp....

  1. 8,488 Posts.
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    I do not thin MAL Government or Lynas wants to shut down Lamp. it is all about C&L. which as about 10% of Lamp. Yes shutting this down C&L will shut down lamp. According to AL impact will be about 3 months loss production total. Over a H1 2024. According to AL it will be about same as covid or the 3 water problems combined. Not sure I believe this but for right now that is all I have to go on.

    Lower REE prices will have a bigger impact in total over FY2023 and FY2024
 
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