LYC 1.79% $6.55 lynas rare earths limited

Perhaps I can help with some numbers (from earlier...

  1. 993 Posts.
    lightbulb Created with Sketch. 2224
    Perhaps I can help with some numbers (from earlier posts):
    --------
    Calculations with the earlier assumptions (1,200 tpa Post #: 62040621):
    'My calculations are (more precisely) 46t DY, 26t Tb, and 1,127t SEG (275t Gd, 195t Eu, 695t Sm).'

    After recent comments re higher production rate (Post #: 69105351):

    'AL mentioned during the call that the US facility will produce 8,000tpa of REEs, up from previous 5,000tpa.

    Now we will likely produce some 2-3,000 tpa SEG, 200+ tpa Dy/Tb (instead of previously assumed ~1,200tpa), plus some 2,500tpa NdPr. Back of napkin calculations would indicate potentially $500+m extra in revenue, and very importantly, comes almost 'free'.'

    In terms of 'other possible products', this may be food for thought (Post #: 68461562):

    I thought it would be interesting to list some of Mt Welds treasures by approximate value:

    1. NdPr, resource value: US$39 billion
    2. Niobium: US$20b
    3. Phosphate: US$7b
    4. Dysprosium: US$2b
    5. La/Ce: US$0.8b
    -----------

    I hope this helps. I'm convinced we will start tapping into the 'other products' rather soon, from what I understand it's part of the motivation for current drilling program. Niobium (Mt Weld is perhaps the 2nd biggest global resource) and Phosphate (very high % resource and close to the surface) seems given.

 
watchlist Created with Sketch. Add LYC (ASX) to my watchlist
(20min delay)
Last
$6.55
Change
0.115(1.79%)
Mkt cap ! $6.131B
Open High Low Value Volume
$6.48 $6.57 $6.45 $11.05M 1.696M

Buyers (Bids)

No. Vol. Price($)
35 7179 $6.54
 

Sellers (Offers)

Price($) Vol. No.
$6.55 12576 32
View Market Depth
Last trade - 14.03pm 30/04/2024 (20 minute delay) ?
Last
$6.57
  Change
0.115 ( 2.39 %)
Open High Low Volume
$6.49 $6.58 $6.46 541337
Last updated 14.23pm 30/04/2024 ?
LYC (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.