Thanks for that!
The relative valuation might spark an interesting discussion given the data set. Possibly showing the more speculative raw material value is lagging the increasing post-processing value, or at least has stronger support. I consider it a good sign regardless its interpretation.
Second I'm thinking the price evolution of less-speculative NdFeB is perhaps a better fit to LYC share price. All the NdFeB magnet grades reported by SMM have been increasing by similar amounts per kg across the price spectrum. I think this bodes well. It suggests to me that the higher volume low grades are gaining value, bidding higher, vying for the magnet NdPr even without DyTb.
Cheers
Thanks for that!The relative valuation might spark an...
-
- There are more pages in this discussion • 3 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 |