No hype, there will be a 70% supply deficit on the western side chain.
It may serve you to model this considering the tariffs, mandates and subsidies.
We all have our own opinion though, depending which side of the supply chain you sit?
LYC absolutely will receive a premium above the spot price (at worst 25%). They will decouple, and it’s wishful thinking if you think they will not get a premium.
- Forums
- ASX - By Stock
- News: LYC Rising demand for responsible rare earths is not lifting prices, says Lynas
No hype, there will be a 70% supply deficit on the western side...
-
- There are more pages in this discussion • 119 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LYC (ASX) to my watchlist
(20min delay)
|
|||||
Last
$6.23 |
Change
-0.180(2.81%) |
Mkt cap ! $5.823B |
Open | High | Low | Value | Volume |
$6.31 | $6.34 | $6.23 | $15.33M | 2.448M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
5 | 18426 | $6.23 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.24 | 7550 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 3523 | 6.230 |
5 | 48483 | 6.220 |
3 | 29536 | 6.210 |
10 | 33557 | 6.200 |
2 | 805 | 6.180 |
Price($) | Vol. | No. |
---|---|---|
6.260 | 1056 | 1 |
6.280 | 11800 | 5 |
6.290 | 11265 | 2 |
6.300 | 8265 | 1 |
6.310 | 8265 | 1 |
Last trade - 16.10pm 10/07/2024 (20 minute delay) ? |
Featured News
LYC (ASX) Chart |
The Watchlist
I88
INFINI RESOURCES LIMITED
Charles Armstrong, CEO
Charles Armstrong
CEO
SPONSORED BY The Market Online