Lyc was added on 5/11/25 to the MSCI Australia Standard Index, tracked by well-traded ETF’s, taking effect on 25/11/2025.
Recent price upgrades by UBS, Macquarie & Goldman Sachs.
Grok reports discussions on X about ongoing US-China tensions resulting from US arms sales to Taiwan, risking China’s rare earth export curbs for 1 year.
Contracts for NdPr sourced outside China currently selling on Rotterdam market much higher than Chinese prices.
I have no "fair value" estimate of the stock as there are many "moving parts" (most of them bullish).
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Disclaimer
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