LYC 2.89% $5.69 lynas rare earths limited

Like most monazite sand sources I've seen the distribution runs...

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    Like most monazite sand sources I've seen the distribution runs similar to Mt Weld, and is supplied in a 45% REO chloride:

    Ce 45%
    La 22-24%
    Nd 19-22%
    Pr 5-6%
    Sm 2-3%
    Y/HRE 1%

    With reasonable recoveries they should supply circa 1000tpa NdPr, which would be a huge net positive if they have developed the downstream supply chains to support it.

    Quite bizarre the way the subjective Sad Sacks here view any RE positive, particularly ROW, as being anti Lynas, when in fact it is quite the opposite.

    They really should get out more, take in a Siemens preso, or similar.
 
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