LYC

2.86%

$6.11 lynas rare earths limited

Lynas is still stuck with and in Malaysia. And when in Rome do...

First 47 Last

Share
Profile

Follow
The Dean

13,371 Posts.

1235

28/04/17

17:01

Post #: 24340344
Share

Originally posted by ausheds ↑

Totally agree MP, but it needs direction, and a clear message.

Have a look at the website, it has NO idea what it wants to be when it grows up, the last promo looked like a 3rd grade C&P exercise, and was equally confused.

My thoughts on the business operation are pretty clear, and quite obviously are first priority, but efforts to mkt the business to investors has lacked theme, direction & clarity, and frankly no one has any idea of what Lynas wants to be when IT grows up.

Not easy to tell the full story due to confidentiality & commercial sensitivities (there are mutterings of complaints INSIDE China re the level of NdPr sales) but frankly the big picture stuff has got MUCH clearer over recent months.

Frankly the general awareness of the RE industry, the key forward investment message, is very poorly understood, most particularly in the US, still wrapped in Lifton's "heavies" mantra (it's a 2300tpa market, grossly oversupplied, key economic drivers trashed), and that is still the home of major capital mkts.

Lynas started to hint at the story last QR but can't help but think it will take a light bulb moment (like Oz LNG that only took about 8 yrs to break), and there are other measures in development that will draw focus, it's all about the NdPr, stupid.

Expand

Lynas is still stuck with and in Malaysia. And when in Rome do as the Malaysians do. By not pushing the cultural envelope any more than needed.

LYC Price at posting: 9.1¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

VMS

Venture to sniff out high-grade REE targets at Jupiter project, WA

VMT

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

GRX

GreenX picks up prospective copper project in Germany

WGX

Westgold sets its sights on top five producer status through merger with Karora

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

MGU

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

DVP

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

BOE

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Is oil undervalued?

NXG

Cost blow-out for Rook I uranium project sees share plummet for NexGen

There are more pages in this discussion • 1 more message in this thread...

First 47 Last

Add LYC (ASX) to my watchlist

(20min delay)
Last $6.11		Change -0.180(2.86%)		Mkt cap ! $5.711B

Open	High	Low	Value	Volume
$6.12	$6.15	$6.07	$17.65M	2.889M

Buyers (Bids)

No.	Vol.	Price($)
5	26354	$6.10

Sellers (Offers)

Price($)	Vol.	No.
$6.15	3758	2

View Market Depth

No.	Vol.	Price($)
1	10596	6.100
2	329	6.090
3	1300	6.080
6	28264	6.070
2	166	6.060

Price($)	Vol.	No.
6.210	710	1
6.230	5000	1
6.280	4100	1
6.290	158	1
6.300	5200	1

Last trade - 16.10pm 02/08/2024 (20 minute delay)

LYC (ASX) Chart

Lynas is still stuck with and in Malaysia. And when in Rome do...

Venture to sniff out high-grade REE targets at Jupiter project, WA

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

GreenX picks up prospective copper project in Germany

Westgold sets its sights on top five producer status through merger with Karora

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Is oil undervalued?

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Lynas is still stuck with and in Malaysia. And when in Rome do...

Top Stories

Venture to sniff out high-grade REE targets at Jupiter project, WA

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

GreenX picks up prospective copper project in Germany

Westgold sets its sights on top five producer status through merger with Karora

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Is oil undervalued?

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News