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Lynas Rare Earths ADR LYSDY

Lynas Rare Earths Limited is an Australia-based company, which is engaged in integrated mining of rare earth minerals in Australia and mineral processing in Australia and Malaysia, and development of rare earth deposits. The Company’s operations include Mt Weld, Lynas Malaysia, Kalgoorlie and Lynas USA. It focuses on developing the Mt Weld resource, which includes ongoing exploration, production of mixed rare earths concentrates, and an expansion project to increase concentrate feedstock production to support 12,000 tons per annum of finished NdPr oxide. The Lynas Malaysia advanced materials plant is located on a 100-hectare site in the Gebeng Industrial Estate, a purpose-built petrochemical industry zone near Kuantan, on the east coast of Malaysia. Its rare earths processing facility in Kalgoorlie undertakes value-added processing of rare earths. The Company's subsidiaries include Lynas Malaysia Sdn Bhd, Lynas Africa Ltd, Lynas Kalgoorlie Pty Ltd and Lynas USA LLC.


OTCPK:LYSDY - Post by User

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Post by Tinman1922on May 08, 2020 7:42am
371 Views
Post# 31001750

Lynas Bright Future

Lynas Bright FutureInvestment thesis for Lynas currently trading at the US $1.15 level: Only miner AND refiner of RE outside of China. Unlike back in the GWG days this time seems real. US gov't support shared by other allies including Austrailia and Japan to build an RE supply chain excluding China with catalyst being EV manufacture which is largest user of RE product. US gov't backing for military uses. Expect this trend away from China to continue with increasing differences between US and China over Covid. Also world is seeing what a great world it is without carbon. The auto industry along with jobs is going to need to be rebuilt with gov't support post-covid and that is not going to be based on a carbon future. US and China are in a battle to rule the world for the the next 100 years and it will be based on RE unlike oil in the last century. Timing is everything but that is the way I see the world going. 
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