RE:RE:RE:Now it’s Alaska 2023MDL will move as they flesh out their business plan, one of very few that is viable in the RE space, still a tiny mkt cap. Do not underestimate the value of their IP, ability to deliver a clean feed, Ce depleted, straight to SX or other separation from ultra low cost monazite waste without massive CapEx or OpEx, this is transferrable to sources worldwide and will make a mockery of the hardrock fantasies like Bokan.
Lynas the business is in great shape, light years in front ROW, but it has out grown the mkt, or probably more accurately the key ROW manufacturing mkts/Govt's have NOT invested in magnet manufacture, living in a fool's paradise dependent on Chinese imports. Two things will lift Lynas SP, either higher prices over current volumes or some indication of a rapid expansion of magnet makong capacity ROW, must confess becoming quite jaded on the prospects of either and the window is closing rapidly.
If China follows their template for batteries, moving NdFeB manufacture close to major ROW mkts, the RE industry is lost to the Dragon. Watch for China establishing magnet manufacture in places like Mexico & Poland based on China sourced materials & prices, ironically those RE materials will be produced from ROW sourced concentrates, such as those from MtP patriots.
Current thinking is to lighten LYC ~A$3 unless something positive develops DOD tenders, but appears narrow political self interest has corrupted ROW's last best shot, if so game, set, match China.