LYC 1.45% $6.80 lynas rare earths limited

LYC: Insanely overvalued, page-187

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    More supply could as well mean more consolidation. I.e. Northern Rare Earths might buy other producers to reach the goal of more output. But some of the stuff is taken off the table somewhere else. So at the end there is not that much more supply.


 
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