Yup - thanks for the answers. Looks like dysprosium is flavour of the month - or two. But they are still a long way from actually producing anything, as I understand it, aren't they? Whereas Lynas should be producing by the end of this year, with the majority of the output already spoken for.
I would have thought that being first to market, with a good mix of REEs (although not so much dysprosium) would have kept LYC share price well above ALK's.
Also ARU is drifting back, yet they have a whole range of good stuff and moving steadily towards production in the next couple of years.
Wonder if it's any coincidence that the majority shareholders in both LYC and ARU happen to be the same "investment" banks?
LYC Price at posting:
$1.93 Sentiment: LT Buy Disclosure: Held
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