LYC 3.39% $7.41 lynas rare earths limited

Higher values downstream, page-8

  1. 19,587 Posts.
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    Metals mkt way oversupplied ATM, too competitive.

    Japanese customers will pay a premium for separated NdO & PrO, that was one of the major finding of another company's mkt research last year.

    PrO traditionally has been valued lower than NdO but over the last few years demand growth in the ceramics industry has reversed values, separating PrO will open up a new mkt segment for Lynas and at the same time give them an NdO product for high end mag makers, Japanese focus.
 
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