LYC lynas rare earths limited

The light vehicle market is another of my pet segments in the...

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    The light vehicle market is another of my pet segments in the motor market for NdFeB-based PMMs.   Huge potential, good margins, leverages the best traits.

    Good article on the e-scooter market, which is huge in Asia, where many small ICEs are inefficient and highly polluting.  Incentive programs cheaper by an order of magnitude and with good emviro-returns.

    https://www.theverge.com/2018/6/17/17468276/kymco-electric-scooters-taiwan-gogoro
    Kymco’s new electric scooters could be the sign of a coming boom
    Like with cars, established companies are following in the footsteps of startups
    Kymco is a major manufacturer in Taiwan with global reach.
 
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