LYC lynas rare earths limited

Most of the orders for RE outside of China will be mainly...

  1. 1,688 Posts.
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    Most of the orders for RE outside of China will be mainly delivered by Lynas in the following 2-3 maybe 5 years. When small RE caps start producing some reasonable volume it will take a time. And for some of them the planning and budgeting phase is the end of their mission. I am watching VML, PM8, or ARU and they have long long way to go to start delivering. I see for small caps it will cost a lot of money and time to start. To build knowledge is the hardest task for most of the RE small caps. Lynas is in unique position for the following years.
    Last edited by nechvec: 25/11/20
 
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Last
$9.07
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-0.110(1.20%)
Mkt cap ! $8.484B
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$9.09 12000 2
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