– One of the few rare earth producers outside of china.
– Already established end to end, from mining to refining to selling.
– Long term, western countries will rely on it heavily. There is a significant moat for new company's trying to get into rare earths, meaning Lynas might scale hard.
Thoughts on going big on Lynas (LYSCF)
byu/ReachSpecialist6532 ininvesting
Posted by ReachSpecialist6532
1 Comment
That’s a great one along with MP. I’d also add Ucore Rare Metals which is a midstream/processing player in the space. This is the real bottleneck. Prerevenue stage but they will be starting production early next year in Louisiana. They previously received DoW grant and has been receiving support from the Canadian government. ReElement is another great processing play with a different technology but it’s a private company