LYC 0.16% $6.17 lynas rare earths limited

You seem to forget that the most important market is EV traction...

  1. 6,236 Posts.
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    You seem to forget that the most important market is EV traction motors and they operate at 100C easy. Yunsheng manages 48H with 110C.

    You also seem to have completely missed the fact that they are using Dy-substitutes to make their magnets Dy-free.

    The only substitute mentioned is another HREE known as Holmium which at $700/kg is still pricey. But it is cheaper than Dy - so for the moment you have a little victory to celebrate! Not an important one; you have to try harder for one of those.

    Go ahead and keep your little fantasy alive by endlessly puffing your chest at Jack's expense about a single observation of yours of little noteworthiness based on semi-solid logic. So juvenile it's entertaining. I'm sure he gets a laugh, too.

 
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