As I said imho, constant dross, seems you are totally incapable of debating any factual data beyond the SP in front of your nose.
Other than an occasional generic references to "RE prices" there is very little discussion of end markets, demand segments, and particularly the individual elements that feed them.
Anyone looking just a tad deeper than Lifton, et al, will notice it is not a pretty picture out there ATM. The slowly re-emerging industry is just not following the script laid out by your "experts", and if you bother to read past happy Jack's HRE mantra you might note a number are starting to pay attention.
Lynas will need to not only consistently produce the required volumes to survive the next 12 months but also consistent, high purity, on spec oxides to customer requirements. They will need to operate at the higher end of the price scale.
Heaven help anyone trying to get 2 x FOB pricing for a 92% mixed concentrate containing 66% Y.
- Forums
- ASX - By Stock
- my thoughts on why lynas said bye to ntu
As I said imho, constant dross, seems you are totally incapable...
- There are more pages in this discussion • 7 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LYC (ASX) to my watchlist
(20min delay)
|
|||||
Last
$5.69 |
Change
0.160(2.89%) |
Mkt cap ! $5.318B |
Open | High | Low | Value | Volume |
$5.51 | $5.72 | $5.51 | $34.50M | 6.126M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 169 | $5.66 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$5.70 | 11000 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 169 | 5.660 |
1 | 3000 | 5.630 |
1 | 120 | 5.600 |
2 | 1678 | 5.580 |
1 | 1450 | 5.570 |
Price($) | Vol. | No. |
---|---|---|
5.700 | 11000 | 2 |
5.710 | 41614 | 3 |
5.720 | 5600 | 2 |
5.730 | 7532 | 3 |
5.740 | 1000 | 1 |
Last trade - 16.10pm 29/03/2024 (20 minute delay) ? |
|
|||||
Last
$5.70 |
  |
Change
0.160 ( 3.08 %) |
|||
Open | High | Low | Volume | ||
$5.55 | $5.72 | $5.53 | 1881896 | ||
Last updated 15.59pm 29/03/2024 ? |
Featured News
LYC (ASX) Chart |