Anyone else think this assumption is questionable at best?
"Lynas’ assumptions in relation to RE supply are Chinese official production remains flat at ~94ktpa to 2020 (no allowance has been made for additional illegal mining supply in China) and that the only additional
non-Chinese capacity to come on line is Lynas at 22ktpa and Molycorp at 19ktpa."
just a hash over of previous announcements, page-13
Add LYC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$7.70 |
Change
-0.105(1.35%) |
Mkt cap ! $7.178B | |||
| Open | High | Low | Value | Volume |
| $7.78 | $7.80 | $7.69 | $1.874M | 242.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 10 | 1892 | $7.69 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.70 | 5490 | 23 |
View Market Depth
| Last trade - 10.44am 03/10/2024 (20 minute delay) ? |
| LYC (ASX) Chart |