LYC 1.31% $6.78 lynas rare earths limited

Do not discount the weight of US "interest" as confirmed in the...

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    Do not discount the weight of US "interest" as confirmed in the HY.

    My sources outside the company tell me there is a very significant trial ongoing not dissimilar to that undertaken by Innovative Metals a few years back.

    Beyond that potential national security issue fair chance a big potion of that La "sold out" contract, talking ~5ktpa, is destined to US FCC, so energy security, cracking heavy fracked crude, also comes into play.

    And some here Q my LT Buy sentiment, find me another $1Bn mkt cap that extends into so many critical areas globally, with no ROW substitute vaguely on the horizon.
 
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