In a recent LYC presentation the comment was made that the world will require ONE NEW LYNAS every 4 years to satisfy the increasing demand for NdPr. This translates into about an annual increase in NdPr capacity of about 1.500 tonnes. The time it takes to construct & commission a complex REE plant is 5-10 years so this suggests that CAPACITY EXPANSION by existing NdPr producers will be the most likely source of increased NdPr supply over the next 5 years. So I am increased to know if LYC can play a part in the capacity expansion strategy. I see a number of options:
1. Increase NdPr product recoveries within the existing production lines.
2. Add one or more new production lines within the existing LAMP and on existing site
3. Add one or more new production lines connected to existing LAMP but on an adjacent site
4. Build a new LAMP on an adjacent site
5. Build a new LAMP in say SK or Japan.
I am not technically minded enough to understand LAMP's capacity expansion capabilities so I would appreciate hearing from anyone who does. Ta.
- Forums
- ASX - By Stock
- LYC - expansion
In a recent LYC presentation the comment was made that the world...
-
-
- There are more pages in this discussion • 40 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LYC (ASX) to my watchlist
(20min delay)
|
|||||
Last
$6.79 |
Change
-0.010(0.15%) |
Mkt cap ! $6.346B |
Open | High | Low | Value | Volume |
$6.84 | $6.88 | $6.78 | $12.19M | 1.789M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 5667 | $6.78 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.80 | 6940 | 5 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 5667 | 6.780 |
3 | 19283 | 6.770 |
1 | 8083 | 6.760 |
2 | 9083 | 6.750 |
1 | 8083 | 6.740 |
Price($) | Vol. | No. |
---|---|---|
6.800 | 3996 | 3 |
6.820 | 13083 | 3 |
6.830 | 8083 | 1 |
6.840 | 8083 | 1 |
6.850 | 19913 | 8 |
Last trade - 16.10pm 27/08/2024 (20 minute delay) ? |
Featured News
LYC (ASX) Chart |
The Watchlist
SBW
SHEKEL BRAINWEIGH LTD
Dani Nadri, Country Manager Australia
Dani Nadri
Country Manager Australia
SPONSORED BY The Market Online