LYC lynas rare earths limited

molycorp conference call, page-6

  1. 19,589 Posts.
    lightbulb Created with Sketch. 4977
    Only interest in Molymess is the big players manoeuvring for the inevitable break up sometime this year.

    Only interest for Lynas is who ends up with the Mt Pass plant, and for what purpose.

    Molymet seems to be positioning but hard to understand any synergy with Mt Pass, may even be targeting Neo.

    Mt Pass will take huge write downs and position to the US autocat & FCC markets with Ce/La and Nd/Pr remaining the key profit centre, no doubt under fresh equity, and provided their Chlor Alkali delivers close to the stated CoP.

 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
$8.28
Change
0.030(0.36%)
Mkt cap ! $7.745B
Open High Low Value Volume
$8.20 $8.37 $8.16 $25.82M 3.120M

Buyers (Bids)

No. Vol. Price($)
1 2000 $8.26
 

Sellers (Offers)

Price($) Vol. No.
$8.28 2115 4
View Market Depth
Last trade - 16.10pm 09/07/2025 (20 minute delay) ?
LYC (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.