LYC 2.86% $6.11 lynas rare earths limited

UBS still confident

  1. 213 Posts.
    lightbulb Created with Sketch. 96

    In brief


    • Oversold
    • Target $2.90 if waste has to be removed @ cost of $75 per tonne
    • Option 1 Appeal or lobby for decision to be overturned
    • Option 2 Remove waste and change nothing to process
    • Option 3 Move front end of operation to Australia and send back for final processing
    • Option 4 Move entire plant to Australia and sell concentrate to china while undertaking move.

    Option 1 & 2 can work together, However Lynas may look at Option 3 for future expansion to capitalise on EV growth.


 
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