Since the main value-add for Lynas appears to be the complexity of its processing plant, and the associated chemistry, will Lynas eventually shift to a model where it accepts ore mined by other exploration companies? It seems to me that model has some advantages in that Lynas can let the market finance that exploration, and - for the marginal products - it is unlikely that they will be able to cost-effectively finance their own production plant. Quite a few tenements might open up for exploration if the ore could be shipped to Lynas.
I don't have an opinion on this yet. I'm opening this up for conversation.
Will Lynas End Up Being a Production Facility for Other Producers?
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
$13.56 |
Change
0.345(2.61%) |
Mkt cap ! $12.57B | |||
| Open | High | Low | Value | Volume |
| $13.05 | $13.57 | $12.92 | $36.61M | 2.765M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 582 | $13.55 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $13.56 | 3803 | 11 |
View Market Depth
| Last trade - 13.35pm 13/08/2025 (20 minute delay) ? |
| LYC (ASX) Chart |