PEK @ US$365M/2810tpa NdPr = capital intensity $130kg
Hasn't a snowball's vs
LAMP 2nd module US$225/3000tpa NdPr = $75kg
Good chance Lynas will remain unique in developing a single purpose (distinct poly) hard rock RE resource thru to finished product at scale. Those that do actually manage to break ground destined to be quarries for Dragon concentrate feed, and will earn nickels as Monazite waste piles, 100's KT lying about the place chock full of RE, start working into the process stream.
Got word the big Oz in the space was canvassing just this morning.
Peak Resources, page-2
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Last
$7.75 |
Change
-0.130(1.65%) |
Mkt cap ! $7.244B | |||
| Open | High | Low | Value | Volume |
| $7.79 | $7.87 | $7.70 | $22.02M | 2.835M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 5000 | $7.74 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.76 | 4578 | 2 |
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| Last trade - 16.10pm 12/11/2024 (20 minute delay) ? |
| LYC (ASX) Chart |