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.
Since the main value-add for Lynas appears to be the complexity...
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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 | $29.03M | 4.503M |
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| No. | Vol. | Price($) |
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| 1 | 80 | $6.44 |
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| Price($) | Vol. | No. |
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| $6.49 | 11087 | 1 |
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| 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 |