Sentiment is progressively moving LTL: Very Strong Sell, Strong...

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siroccomagic

5,131 Posts.

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30/07/16

18:26

Post #: 18407769
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Originally posted by longtermlegs ↑

Here is some research for you and you don't have to look to far to find it, because it was produced by Lynas own AL:-

Dysprosium and Terbium price variations are mainly driven by speculation, as those elements remain important components of permanent magnets, especially for environmentally-friendly motor vehicles and high power density wind turbines. End use demand for Dysprosium and Terbium is increasing, and production from ionic clay deposits in Southern China continues to create environmental concerns. These factors influenced Lynas’ decision to stockpile SEG, with the aim of capturing upside value as demand grows in the future. (taken from Lynas June 2016 quarterly report)

Appears to me AL is stating the opposite to what ausheds has been saying for the past couple of years

Ausheds has been saying for years that end users are ceasing to use dysprosium, and here we have AL saying that end users are increasing the their use of dysprosium

Now who are we to believe ?

AL is the best thing Lynas has going for it - and if Lynas ever gets out of the hole they are presently in, it will be because of the excellent management skills of AL

Best of luck to all Lynas shareholders, I think you're going to be needing it, because until the lenders provide Lynas with more favourable loan terms, .... then this is just wait for the lenders to call in the debt at the time of the next default which is now fast approaching

http://hotcopper.com.au/posts/18406561/single

Sentiment: Sell

PS: Nursery should realise there is no one so blind as the one that will not see.

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Sentiment is progressively moving LTL: Very Strong Sell, Strong Sell and now Sell. Oh and on the NTU thread you had LYC as a Strong Buy
Which is it?

Sentiment = exaggerated and self-indulgent feelings - wiki

Last edited by siroccomagic: 30/07/16

LYC Price at posting: 7.5¢ Sentiment: Buy Disclosure: Held
6 Upvote

0 Great analysis

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