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.
I think the key recent messages from Chinese and other sources...
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Last
$6.47 |
Change
-0.030(0.46%) |
Mkt cap ! $6.047B | |||
| Open | High | Low | Value | Volume |
| $6.46 | $6.52 | $6.40 | $29.03M | 4.503M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 80 | $6.44 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.49 | 11087 | 1 |
View Market Depth
| Last trade - 16.10pm 02/05/2024 (20 minute delay) ? |
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Last
$6.47 |
Change
-0.030 ( 0.46 %) |
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| Open | High | Low | Volume | ||
| $6.49 | $6.49 | $6.40 | 801079 | ||
| Last updated 15.59pm 02/05/2024 ? | |||||
| LYC (ASX) Chart |