Thanks fast sellThis is an old post but it serves as a reminder...

Thanks fast sell

This is an old post but it serves as a reminder of the Lynas strategy.

Nick talks about the need for price and supply stability to give the industry confidence to grow the applications for rare earths.

We seem to now have some price stability after 2 years of volatility and with Lynas now producing there is more certainty of supply.

So the real value in Lynas is not necessarily tied to REE price increases IMO. It is tied up in vertical integration opportunities that the expected growth in rare earth applications will present e.g the Siemens JV as one example.