I'd answer the original question with another one:
How big is 2/3 of the ex-China REE market?
Moly will struggle to survive and with our much better mix of RE (and much smaller debt) we can outcompete them I'm sure. GWM is a nice company but small: their resourse amounts to 18 months Lamp production. They don't have money yet to build their version of the LAMP. I think it's Stans that own Soviet era processing facilities in one of the less salubrious stans, Kyrgik. There is some old capacity in India. Apart from that motley bunch it's Lynas and China for the next several years at least.
in reality how big is lynas as a company., page-8
-
- There are more pages in this discussion • 11 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LYC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$6.05 |
Change
-0.010(0.17%) |
Mkt cap ! $5.655B | |||
| Open | High | Low | Value | Volume |
| $6.00 | $6.10 | $5.97 | $26.46M | 4.378M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 849 | $6.05 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.07 | 10260 | 1 |
View Market Depth
| Last trade - 16.10pm 25/07/2024 (20 minute delay) ? |
| LYC (ASX) Chart |