LYC lynas rare earths limited

Wind Turbines; mrkts that matter, page-5

  1. 6,485 Posts.
    lightbulb Created with Sketch. 1177
    I appreciate your input.

    You should really read the paper I opened the thread with if your interested in this application as it relates to Lynas. Especially Section 5.3.
    I'm not sure what you're describing, but it sounds like a hybrid between a PMSG (permanent magnet synchronous generator) and a rare-earth-free DFIG or EESG. Once you finish studying that paper, I hope you'll understand why that ain't happening.

    I could care less about grid hookup. Those monster inverters are crazy expensive, but the only concern I have as a Lynas investor is whether turbines are moving towards or away from NdFeB and grid hookup is not an issue for PMSGs.

    Onshore maintenance is a headache and simple PMSGs are certain to penetrate that market IF NdFeB supplies are assured. There's little question about that. Maintenance and capacity factor / efficiency; those are the key metrics.

    Bottom line is good for Lynas's: The fast-growing offshore wind energy market is going to be dominated by large (>10MW) maintenance-free DD-PMSGs like the GE Haliade-X just announced.

    P.s. While I'm 99+% sure that GE turbine is PMSG, I could not find a link to definitive tech data. If you have one, please share here. TIA.

    P.p.s. If it's about turbines, and it's not on this thread, you haven't "told me before". Don't like people putting words in my ears any more than putting words in my mouth.
    Last edited by Chemist1959: 08/03/18
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
$10.81
Change
0.000(0.00%)
Mkt cap ! $10.11B
Open High Low Value Volume
$10.75 $10.85 $10.65 $32.78M 3.038M

Buyers (Bids)

No. Vol. Price($)
1 184 $10.79
 

Sellers (Offers)

Price($) Vol. No.
$10.82 1250 1
View Market Depth
Last trade - 16.19pm 29/07/2025 (20 minute delay) ?
LYC (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.