Yes jm69. Most likely to see one of those participants Ausbil in a change of holding notice as it adds again shortly - opportunistic casino indeed more so in times of distress.
Anyway no recession in Lynas business. Just increased demand. CPI release - next us interest rate hike but also global interest rate hikes to stave off inflation is actually benefitting Lynas a great deal operationally as those hikes are placing and achieving the desired results to lower oil prices and address lower supply chain demand and high costs. To soon to see the net results however next quart will and by the time Kal is commissioned......
In what manner will European chiefs move to engage more with key Australian companies such as US are. The European demand will surge on immediate urgent requirements - perhaps they will just enter partnerships and long term binding supply agreements to get in early.
Such as Hyundai did with in May and GE just announced on back of the meetings with ARU - although nothing binding at present.
Lynas enquiries for supply current and future is a s we know - off the scales - anticipate soon we may see all Kal product supply taken as production and scaling up occurs there from next year onwards.
Recall AL advising the company will announce rapid scale production plan in 2-6 months. That I believe was not the US Texas deal - so we must be fast approaching those details soon. Part of which may see Kal production levels scaling much quicker - LAMP at much higher production levels than 75% which I have a suspicion may be in Mondays reporting - again I refer to company ann of their efforts in securing large inventory for all operations. They are exceptional team of management and that goes right down to all the 1000 employees.
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Yes jm69. Most likely to see one of those participants Ausbil in...
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Last
$10.05 |
Change
0.050(0.50%) |
Mkt cap ! $9.340B |
Open | High | Low | Value | Volume |
$10.25 | $10.32 | $9.91 | $39.63M | 3.929M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
16 | 5821 | $10.04 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$10.05 | 9190 | 10 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
47 | 13770 | 9.990 |
36 | 14671 | 9.980 |
29 | 16783 | 9.970 |
13 | 10162 | 9.960 |
10 | 14287 | 9.950 |
Price($) | Vol. | No. |
---|---|---|
10.000 | 2144 | 14 |
10.010 | 22449 | 31 |
10.020 | 7878 | 16 |
10.030 | 13786 | 13 |
10.040 | 13704 | 9 |
Last trade - 15.15pm 15/07/2025 (20 minute delay) ? |
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Peter Batten, MD
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