LYC 0.63% $6.41 lynas rare earths limited

thanks Pman.easy rule of thumb, at current prices, roughly bit...

  1. 1,155 Posts.
    thanks Pman.

    easy rule of thumb, at current prices, roughly bit more than half nameplate capacity will LYC going.

    all of 11kt have been sold......but that is just the first 11kt....

    problem is what will happen after the first 11kt, we dont know. i fear the supply is so saturated that after the contract to buy the first 11kt is fulfilled, how much of nameplate capacity will we sell in subsequent years ? and whether $ 21.5 will drop any further.

    a cinema that can sellt nameplate capacity seats day after day is no doubt a good thing. but exists not.
 
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