Current NdPr production ~500tpm is "on allocation", effectively contracted, hence the confidence to add another 100tpm, 1200tpa.
"January-October, Baotou rare earth.....permanent magnet material output 21,651 tons"
http://www.repe.com.cn/index.php?option=com_content&view=article&id=1282:10-3&catid=22&Itemid=119
Read mag metal x 30% NdPr = 650tpm from the Gorilla. Maybe add 20% based on declared 80% vertical integration.
AM Statistics: China's PrNd oxide producers' average operation rate up by around 3.0% to 64.6% in November of 2017[12-12]
Go figure Lynas scale, are they eating the Dragon's lunch?
How is it so?
- Forums
- ASX - By Stock
- LYC
- Pr/Nd oxide up again, market sentiment bullish
Pr/Nd oxide up again, market sentiment bullish, page-562
-
- There are more pages in this discussion • 41 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
|
|||||
Last
$6.75 |
Change
-0.130(1.89%) |
Mkt cap ! $6.332B |
Open | High | Low | Value | Volume |
$6.75 | $6.83 | $6.72 | $6.841M | 1.011M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
27 | 7664 | $6.75 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.76 | 5005 | 22 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
26 | 7764 | 6.750 |
31 | 17985 | 6.740 |
21 | 40063 | 6.730 |
11 | 40051 | 6.720 |
10 | 85206 | 6.710 |
Price($) | Vol. | No. |
---|---|---|
6.760 | 4415 | 19 |
6.770 | 21286 | 23 |
6.780 | 37950 | 24 |
6.790 | 21739 | 11 |
6.800 | 12891 | 11 |
Last trade - 13.26pm 04/09/2024 (20 minute delay) ? |
Featured News
LYC (ASX) Chart |