Re prices on the move, page-7

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jjsbuy

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05/05/25

11:43

Post #: 78919699
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Originally posted by PilbaraBoy: ↑

3 May 2025.
"Prices of rare-earth metals have reached record highs in the weeks since China clamped down on exports of the key materials used in electric vehicles, wind turbines and other items amid a tit-for-tat trade war with the U.S.
The price of dysprosium in Europe -- the benchmark for the material outside China -- tripled from the start of April to $850 per kilogram as of Thursday, according to Argus Media. Terbium increased to $3,000 per kilogram from $965."

CEO Lynas, Ms Amanda Lacaze:
"During the March quarter, Lynas commenced commissioning of the new Heavy Rare Earth separation circuit. Asmall quantity of Holmium concentrate has been produced by the circuit, and separation of Dysprosium(Dy) has commenced. First production of Dsprosium is expected in May, followed by Terbium (Tb) in June."
Do the math people !!!!! ... sometimes the truth is literally staring you in the face but some people still don't realise what it is they're seeing. Lynas cashflow going forward is about to go parabolic. Share price soon to break through the $10 barrier.

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nice one PB. Also keep in mind Amanda saying at quarterly that the price of light REE in China does not reflect in any way the price Lynas is now being offered by non China customers. As I have mentioned in the past she declined to say what the price was other than to stress as her closing sentence that it would be an excellent next quarter. Bring on $15.

LYC Price at posting: $8.44 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $10.04		Change -0.090(0.89%)		Mkt cap ! $9.424B

Open	High	Low	Value	Volume
$10.13	$10.14	$10.01	$6.996M	693.2K

Buyers (Bids)

No.	Vol.	Price($)
18	6648	$10.04

Sellers (Offers)

Price($)	Vol.	No.
$10.05	3552	14

View Market Depth

No.	Vol.	Price($)
10	1786	10.080
23	9103	10.070
12	9479	10.060
19	11229	10.050
11	8707	10.040

Price($)	Vol.	No.
10.090	4859	19
10.100	8062	18
10.110	14492	16
10.120	20291	11
10.130	16591	11

Last trade - 10.57am 22/07/2025 (20 minute delay)

LYC (ASX) Chart

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