Pr/Nd oxide up again, market sentiment bullish, page-577

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22/12/17

17:49

Post #: 29841341
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Originally posted by ausheds ↑

Big thnx Cindy, can't remember seeing that page before.

Another interesting value there is the first:

Rare earth carbonate 22000-24000 av 230000 yuan / ton

REO 42.0-45.0% / domestic

Effectively concentrate, I would imagine pre tax, with a value US$3.50kg.

I'm sure HAS, et al, will make a bucket selling con into the Dragon.

Highlights the relevance of this quote, particularly in light of DonT's grandiose gesture yesterday:

"Once a dominant position is established in an industry with high barriers to entry attributable to the following three characteristics:
1. High R&D costs;
2. High capital costs; and
3. High [global] infrastructure development costs to achieve economies of scale that will drive down per unit manufacturing costs it becomes very unlikely that foreign corporations will similarly allocate capital to the development of these industries if they are guided by natural market forces that require profits to be achieved within a reasonable time period."

Highly unlikely ANY ROW competitor will come anywhere remotely close to Lynas scale for a decade or more, that investment choice will become blindingly clear over the next couple of years.

BTW Cindy, do you read Chinese at all? Some of the regular reports are now being presented in PDF, which defy web translation, any able to help pull out the major points?

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I do ready Chinese and happy to help, give me the link?

LYC Price at posting: $2.04 Sentiment: Buy Disclosure: Held
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Pr/Nd oxide up again, market sentiment bullish, page-577

Queensland's housing crisis an opportunity for ASX builder Fleetwood – and taxpayer cash a safe harbour from the storm

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Ora Banda sees FY26 gold output jumping to 150Koz/pa following key approval for Sand King

ASX Market Open: Australian futures to rise on strong US performances

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Pr/Nd oxide up again, market sentiment bullish, page-577

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Queensland's housing crisis an opportunity for ASX builder Fleetwood – and taxpayer cash a safe harbour from the storm

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

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