I think the key recent messages from Chinese and other sources are:
- At recent cabbage prices Chinese producers aren't viable and
- Lynas can make a modest profit even at these prices.
Couple that with the great USG support for downstream magnets and I'm very optimistic.
The one cloud on this horizon IMO is Gina's double buy into LYC with the real possibility of a TO offer very shortly.
I hope it's rejected.
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LYC
lynas rare earths limited
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1.62%
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$9.13

I think the key recent messages from Chinese and other sources...
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Last
$9.13 |
Change
-0.150(1.62%) |
Mkt cap ! $8.540B |
Open | High | Low | Value | Volume |
$9.30 | $9.35 | $9.10 | $21.86M | 2.384M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 5751 | $9.09 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$9.15 | 5000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 5751 | 9.090 |
3 | 1140 | 9.080 |
3 | 17107 | 9.070 |
4 | 23078 | 9.050 |
2 | 19578 | 9.030 |
Price($) | Vol. | No. |
---|---|---|
9.150 | 5000 | 1 |
9.160 | 2529 | 2 |
9.170 | 24578 | 2 |
9.180 | 360 | 1 |
9.190 | 19367 | 3 |
Last trade - 16.10pm 23/06/2025 (20 minute delay) ? |
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LYC (ASX) Chart |