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...
I think what separates Lynas from Moly is Lynas' deposit which...
-
- There are more pages in this discussion • 20 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LYC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$6.92 |
Change
-0.020(0.29%) |
Mkt cap ! $6.468B | |||
| Open | High | Low | Value | Volume |
| $6.95 | $6.97 | $6.87 | $16.72M | 2.418M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 5820 | $6.92 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.93 | 15020 | 3 |
View Market Depth
| Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
| LYC (ASX) Chart |