Exactly, consider Humpty Dumpty's tariffs may just open US FCC to Lynas La supply.
Perhaps somewhat ironically, La to process US heavy crude is +80% RE imports.
And don't forget Greencape High Conviction Fund with another +5% holding already.
Their March report worth a read:
https://www.greencapecapital.com.au/wp-content/uploads/GHCF_FR_FullReport_201803.pdf
Trade Wars, page-200
-
- There are more pages in this discussion • 66 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
$6.02 |
Change
-0.030(0.50%) |
Mkt cap ! $5.627B | |||
| Open | High | Low | Value | Volume |
| $5.93 | $6.08 | $5.88 | $43.41M | 7.258M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 6279 | $6.00 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.04 | 31762 | 5 |
View Market Depth
| Last trade - 16.10pm 23/07/2024 (20 minute delay) ? |
| LYC (ASX) Chart |