LYC lynas rare earths limited
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Deciphering Lynas, page-922

  1. ContraryJ
    8,359 Posts.
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    25/11/23
    00:45
    Post #: 71099944
    Good article. Good confirmation of data from other sources. I bring your attention to one section of the link


    Outlook:

    Expect US $200 per kilogram NdPr oxide by the end of the decade



    I do agree that prices will be better in a half dozen years. If some technology does not replace REE magnets in which case even hand tools will switch. I think you are correct in Selling, It makes no sense to hold through a drop in SP that may be another 50% in the hopes that the future will be better.

    https://hotcopper.com.au/data/attachments/5763/5763359-3be3e43941826c37b4be66b45247860c.jpg
    LYC Price at posting: $6.62 Sentiment: Sell Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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