Well said. The renewable world doesnt seem to be positioned to pay a premium for a secure supply. That's definitely BS. Lynas just needs to be able to pump out quantity at whatever the oxide prices are and just broaden their customer base. For us its a volume game now to reap profits as prices can remain low for a long time. Im concerned with Malaysias cosying up to China too and the 2026 March contract renewals. I dont think the contract dramas will end myself.
LYC Price at posting:
$5.88 Sentiment: Hold Disclosure: Held
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