LYC 0.34% $5.93 lynas rare earths limited

Thanks andyInteresting listen."No problem to talk with other...

  1. 11,742 Posts.
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    Thanks andy

    Interesting listen.

    "No problem to talk with other juniors who want to look at refining" Wow I like that, everyone knows the juniors will need a big guy on the block to give them a leg up and generate cash flow for them.

    Nick likened it to an oil refinery which takes in crude for refining. I am beginning to get the feeling that this could just take off on some wild ride. Money makes money and if the SP does push some boundaries we will see players all over this like a rash, and a more bold Lynas for sure, lets see some solid construction news, that will get attention. Perhaps followed by a couple more sales take off agreements and a bursting of the $15/kg RE basket price on it's way to $30.

    If Lynas get this half right they will have at least 5 years free run as the only external RE to China.

    Nick Curtis and Jake Klein are top notch in this field and after some sizable knocks they will not let this one get away.

    DYOR!!!
 
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