Texas ramp is the only Lynas read that matters now, Mt Weld's a known quantity.
@whitewall · · 1 replies
LYC stock forum – Lynas Rare Earths Limited (ASX:LYC) discussion
Investor discussion of Lynas Rare Earths Limited (ASX:LYC): reactions to drill results, financings and press releases, sentiment and price targets from the OreStocks mining-stock community.
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Dividend talk feels early while theyre still in heavy capex
@waxwing · · 0 replies
The capex everyone complains about is the actual moat, nobody stands this up overnight to compete.
@mp_07 · · 0 replies
The quarterly is out and NdPr volumes ticked up, but the realised price did the damage again, which is the…
@whitewall · · 1 replies
The quarterly is out and NdPr volumes ticked up, but the realised price did the damage again, which is the line I went straight to. Lynas being the only meaningful rare earth producer outside China at scale is the entire case, and the Texas and Malaysia ramp is the bit that…