LYC 3.88% $6.43 lynas rare earths limited

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  1. 138 Posts.
    i see they have rare earth prices compounding at 20-30% pa
    that will see rare earth pricing for mt weld at
    base case 20%
    2011 $14.20
    2012 $17.28
    2013 $20.72per kilo
    with lynas hitting 21,000 production in 2013 and this being
    BCC independant base case assumptions.
    With Malawi , the phosphate and the crown poly tenement still in hand .the company will be cash positive from day 1 to pursue these as well.
    LYC will be a great story as it all unfolds .

    the crown deposit will be over $30 per kilo not bad to have this in your back pocket for when the time is right.
    The day to day volatility i dont enjoy the month to month increases in share price i do
    good luck all
 
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