Lynas has been holding on to SEG. How much they do not say. Because We do not know if they consider SEG WIP or finished goods . Hard to get any idea from SAR or AR. . JMO they probably have enough SEG set aside to support LAMP Heavy efforts for a while. Processing SEG will be far more profitable than opening Ducan. They are also producing more SEG with every KT of NdPrO shipped. I have total confidence in management to get this correct. Far too many variables for me to know what is needed.
The video had many errors. One of the biggest was using Imports to US as a measure. Most REEO is processed in Japan or smaller amount in Vietnam It levees these countries as magnets or finished motors. Not REEO. Much of it then goes to a Third country Like Mexico and put in sub assemblies or even finished products like cars tools AC units, then comes to US. Overall I thought Video was good except some thing made me wounder what may have been wrong that I did not catch. That is the most dangerous.
i thought all electric Traction motors were liquid cooled. To protect Magnets. Some air cooling as well. is this wrong?
LYC Price at posting:
$9.28 Sentiment: Sell Disclosure: Not Held
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