While I am not currently invested in Lynas, I have been in the past and plan to invest in the future.
Lynas will continue to be the dominant Western producer of separated REO for decades IMHO. If any of the other wannabe producers were viable, Lynas would be all over them. Advances in separation tech might change that in future, but for the foreseeable future, when it comes to traditional SX, mount Weld ore and Lynas reign supreme IMHO.
LYC Price at posting:
$6.22 Sentiment: None Disclosure: Not Held
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