Good analysis .
if China ban the rare earth , the Lynas is the only producer——- so it is big bet , high risk , high return.
the rest rare earth companies even have not start mining yet , plus the processing plant very complex , it will takes them at least 6 years to produce real product, meantime , lynas is the only company outside China has ore and mature processing technology. Plus despite trade war , rare earth always gonna be key player for next 20 years .
Good analysis .if China ban the rare earth , the Lynas is the...
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$7.61 |
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