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$6.54 lynas rare earths limited

The program shows some interesting presentations and the list...

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fewbucks

111 Posts.

27

24/04/24

19:32

Post #: 73504637
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Originally posted by ausheds: ↑

Huge amount of vapid speculation LYC/MP & Gina's grab bag of RE assets with virtually nothing of any substance to suggest a strategy that might add value to either the parts or the whole, which clearly would be totally dependent on a rapid expansion of ex China downstream demand, primarily magnetics. I'd note NdFeB manufacture doesn't appear within Gina's range of expertise, and Japan/US involvement far more critical than Chinese.

Interesting to note Metal Events tomorrow:

09:15hrs “Demand side solutions to market dynamics”, by Amanda Lacaze, CEO, Lynas Rare Earths, Malaysia;

I'll suggest AL will spell out the obvious, only way West is going to break free of China's self interest RE, and create some sort of true economic value around NdPr in particular, is by rapidly building out NdFeB & PMM manufacture at scale ex China, it will be her thoughts on the best way of achieving this that will be most interesting, perhaps even some sort of progress report.

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The program shows some interesting presentations and the list with attendees gives the opportunity for potential bilateral meetings.
https://metalevents.com/asian-rare-earths-conference

LYC Price at posting: $6.38 Sentiment: Hold Disclosure: Held
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(20min delay)
Last $6.54		Change -0.020(0.30%)		Mkt cap ! $6.113B

Open	High	Low	Value	Volume
$6.60	$6.61	$6.50	$4.915M	749.5K

Buyers (Bids)

No.	Vol.	Price($)
27	21733	$6.54

Sellers (Offers)

Price($)	Vol.	No.
$6.55	8156	11

View Market Depth

No.	Vol.	Price($)
19	11665	6.550
26	26126	6.540
22	40924	6.530
17	35476	6.520
15	35991	6.510

Price($)	Vol.	No.
6.560	7593	9
6.570	18088	20
6.580	32523	19
6.590	20835	12
6.600	33078	12

Last trade - 13.07pm 06/05/2024 (20 minute delay)


Last $6.52			Change -0.020 ( 0.41 %)
Open	High		Low	Volume
$6.60	$6.61		$6.50	176966
Last updated 13.27pm 06/05/2024 ?

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