The intent of such awards, as Cruz has reinforced, is to develop a secure ex-China REE suuply chain that can serve ROW dreams, not simply current DOD demand.
Hence the greatest award, undoubtedly a Trump initiative.
Hence the idea that supply chain would be most secure if as domestic as possible. There can be no argument that is true from any Lynas investors.
Hence the idea that EVEN THOUGH THESE ARE SEPARATION AND PROCESSING AWARDS, the proposed award-winner would have a source of ore/input that could be considered secure as well perhaps regardless origin. Lynas cannot provide any such assurance at this time.
Lynas is out in front, but I don't see any leadership.
The intent of such awards, as Cruz has reinforced, is to develop...
-
- There are more pages in this discussion • 4 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LYC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$5.93 |
Change
-0.020(0.34%) |
Mkt cap ! $5.542B | |||
| Open | High | Low | Value | Volume |
| $6.04 | $6.04 | $5.93 | $23.75M | 3.975M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 128544 | $5.92 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.95 | 12481 | 2 |
View Market Depth
| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| LYC (ASX) Chart |