LYC 1.05% $7.69 lynas rare earths limited

Lynas is profitable and considered to be a low cost world...

  1. 1,878 Posts.
    lightbulb Created with Sketch. 260
    Lynas is profitable and considered to be a low cost world producer right now thanks in large part to Amanda & Co and no thanks to the dragon which many of this coordinated action is meant to counter. Can we help it if some of it also rubs off on Lynas and is meant to help many other companies in this space that aren’t and may not be eligible for some of the price support due to their cost of production according to the articles. Amanda has always been laser focused on being a low cost provider in fact beating the dragon. You can’t get any better in this space. Don’t suggest they only survive on subsidies. Financing arrangements meant to help position the industrial base for rest of world manufacturing also do not count because everyone theoretically can benefit except the dragon of course. Read semi-conductors and technology restrictions. How do you think the dragon is going to react to further tightening of restrictions on the table right now.
 
watchlist Created with Sketch. Add LYC (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.