Lynas - Jan 2019
Project Next, Lynas will produce 600 tonnes/month of NdPr and a higher value added product mix including separated Nd and Pr, additional separated La and Ce and new grades of La and Ce products.
Key Words: Higher Value, Higher grades and Higher volume of key battery material.
AELB payment, only US$7.79 Million at the end of this year and next.
Key Words: only US$7.79
Mt Kellet debt to equity finished by the end of this year.
Key Words: Finished this year. No more shares issued. Debt/equity balance improved.
Nutshell;
By Jan 2019
Number 1 in world for safety (Already achieved)
Number 1 in world for Highest grades with customization (Working on)
Long term contracts (Working on)
Debt reduced with conversions
Number 2 in the world for Battery Rare Earth metals (Already Achieved however expanded)
More demand due to EV
More Chinese illegal producer crackdowns and taxes on local production
After Jan 2019
Continue to pay down Jare debt to further improve Debt/Equity balance
More demand due to EV
2020
Expansion (Take over other projects) or dividends
More demand due to EV
This stock will have continues growth even from now from a SP perspective however from Jan 2019, this stock will be the king of rare earths. With loads of experience. Keeping other projects on the sidelines with Lynas Next and other players are hoping Lynas buys them.
Lynas 2019
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