I don't believe the Western magnet supply chain is mature enough yet to create any tangible benefits to LYC. It's going to take time to develop.
In the meantime, some possible scenarios to consider.
- End products will be more expensive
- OEM will turn to Ferrite magnets
- OEM will set up shop in China
IMHO
News: LYC Rising demand for responsible rare earths is not lifting prices, says Lynas, page-27
-
- There are more pages in this discussion • 124 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
$6.76 |
Change
0.020(0.30%) |
Mkt cap ! $6.318B | |||
| Open | High | Low | Value | Volume |
| $6.70 | $6.82 | $6.68 | $12.37M | 1.829M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 4000 | $6.75 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.78 | 7217 | 2 |
View Market Depth
| Last trade - 16.10pm 18/09/2024 (20 minute delay) ? |
| LYC (ASX) Chart |