LYC 0.39% $7.75 lynas rare earths limited

why has the price dropped on no news?, page-23

  1. 5,477 Posts.
    lightbulb Created with Sketch. 423
    primaj, good point - I am expecting there would be given the size difference between the ports of singapore and fremantle - assuming they wanted to tranfer the normal amount going forwards.

    However, then again it could indeed be fewer containers in the first batch - in which case noone from SMSL would notice wether a container has ore or other imported stuff (unless they get intel from the port). Given requirements would be less during initial ramp-up that would make sense...

    Doesn't change my timing estimate though.
 
watchlist Created with Sketch. Add LYC (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.