LYC lynas rare earths limited

Condisoil, page-101

  1. 492 Posts.
    lightbulb Created with Sketch.  50
    Your making a couple of silly mistakes:
    (1) Conflating "broad electrification" with 48VMHs.
    (2) Confusing electric drive with BEVs.

    HERE'S the facts:
    (1) Electric drive is the technology that is creating the NdFeB demand, not electrification. Your beloved 48VMHs don't use NdFeB-based PM traction motors. That's why they're a nothing-burger and your thesis a joke.

    (2) BEVs are just one of a number of electric drive solutions. They are the simplest, of course, and if a better battery comes along (even one with just double the energy per unit mass or volume), they will dominate for a number of reasons. They may well dominate in any case and for a number of reasons. Even if a better battery does NOT come along, we will still continue the move to electric drive, but range will be extended with small ICE or HFC battery support.
    -------------------
    This thread is supposed to be about Condisoil and/or radioactivity storage-related questions and issues. As you can't handle those kinds of questions you've latched onto a distraction of my own doing. My bad for giving you an easy segue.

    There's one question you must be able to answer though:. What were you referring to when you accused me of accusing Lynas of manipulation?
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
Last
$14.03
Change
-0.650(4.43%)
Mkt cap ! $14.19B
Open High Low Volume
$14.50 $14.57 $13.93 8.320M

Buyers (Bids)

Vol. Price($)
18000 $14.07
 

Sellers (Offers)

Price($) Vol.
$14.10 23439
Last trade - 16.26pm 29/07/2026 (20 minute delay) ?
LYC (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.