I think what separates Lynas from Moly is Lynas' deposit which contains more than 18% of Nd. Most people pin LYC as mainly generating revenue based on its Lanthanum/Cerium mix (Lanthanum selling for no less than $15/kg; Cerium much less) but with Nd predicted to sell for bw $75 and $95 per kg and Lynas predicting it can produce 2700tpa (phase 1) of Nd/Pr at $75 a kg then the revenue from the Nd far outweighs its Lanthanum revenue. Now if only Lynas could verify that it is selling the Nd in its next report...
lynas - strong buy, page-6
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Last
$7.72 |
Change
-0.050(0.64%) |
Mkt cap ! $7.216B | |||
| Open | High | Low | Value | Volume |
| $7.75 | $7.75 | $7.59 | $16.17M | 2.104M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2200 | $7.71 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.75 | 5834 | 5 |
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