China "70% of demand".
He leaves no question as to his opinion of the mutual importance DyTb-NdPr. They are inseparable; not speaking about solvent exchange etc, just in the market. Each is required to support growing demand for the other for end-product DyTb-protected-NdPrFeB.
Everyone got a "mention", so not too exciting.
With US stickpiling, short term gratification (only truly available from Lynas-Blue Line JV) is perhaps less important and thus less than certain. I still give it a slightly better-than-even chance of being awarded, but neither a split nor a TMRC JV can be counted out given scale of DOD requirements.
That said, Trump knows the importance (he listens to experts before making his decisions; it's a fact long known about the man) and thinking bigger business comes naturally to him.
The second point in favor Blue Line is the USGS outreach to AUS counterpart.
I consider these two items to be about equivalent in weight.
Go Blue Line! GO HONDO!
Lynas/Industry News, page-2
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Last
$6.86 |
Change
0.200(3.00%) |
Mkt cap ! $6.412B | |||
| Open | High | Low | Value | Volume |
| $6.72 | $6.90 | $6.72 | $35.19M | 5.141M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 1605 | $6.85 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.86 | 65562 | 5 |
View Market Depth
| Last trade - 16.10pm 10/05/2024 (20 minute delay) ? |
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Last
$6.86 |
Change
0.200 ( 3.28 %) |
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| Open | High | Low | Volume | ||
| $6.72 | $6.90 | $6.72 | 1399403 | ||
| Last updated 15.59pm 10/05/2024 ? | |||||
| LYC (ASX) Chart |