Firstly do some research on NdFeB production & trends, US may develop the IP & expertise at scale to be competitive with Chinese & Japanese high end sometime next decade, but it does make a nice glossy for the muppets.
In the meantime who exactly is MtP going to sell oxides to?
The "Lynas minus $1" NdPr strategy didn't work in Japan a decade ago, certainly got no chance now, so who's going to buy it?
The other 83% of output is Ce & La, they may be able to sell some basic La into US FCC if they can get it on spec this time, but there is no ROW mkt for the rest.
Economics of MtP are poorly skewed 83% LaCe/16% NdPr/<1% SEG+ with minuscule traces TbDy, no doubt they'll attempt a Ce discard but that also comes at a cost.
Regardless the fancy projections MtP a very long way off proving up economics on a third go round, meantime the VC has made out like bandits again.
- Forums
- ASX - By Stock
- LYC
- The Non-Chinese Global REE Derby
The Non-Chinese Global REE Derby, page-4
- There are more pages in this discussion • 8 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LYC (ASX) to my watchlist
(20min delay)
|
|||||
Last
$6.86 |
Change
0.200(3.00%) |
Mkt cap ! $6.412B |
Open | High | Low | Value | Volume |
$6.72 | $6.90 | $6.72 | $35.19M | 5.141M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 1605 | $6.85 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.86 | 65562 | 5 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 145 | 6.850 |
4 | 2840 | 6.800 |
1 | 100 | 6.790 |
1 | 3000 | 6.780 |
1 | 150 | 6.750 |
Price($) | Vol. | No. |
---|---|---|
6.880 | 10000 | 1 |
6.890 | 5449 | 6 |
6.900 | 12265 | 7 |
6.910 | 1746 | 2 |
6.920 | 12000 | 3 |
Last trade - 16.10pm 10/05/2024 (20 minute delay) ? |
|
|||||
Last
$6.86 |
  |
Change
0.200 ( 3.28 %) |
|||
Open | High | Low | Volume | ||
$6.72 | $6.90 | $6.72 | 1399403 | ||
Last updated 15.59pm 10/05/2024 ? |
Featured News
LYC (ASX) Chart |