Just what I expected not one piece of data not one alternate...

Just what I expected not one piece of data not one alternate idea nothing to discuses just a bunch of insults. Says a lot about you. This is why you have held as stock dropped from 11.56 and will hold as it drops further.

"price allows for a decent margin". Absolutely no proof I will earmark this statement and repost after the AR. .A price of even 700 RMB / KG WV only supports a SP of about 7.00. Show me what you think EPS will be at 700RMB, Just for record because of the book to bill delay we already Know the NdPrO price is under 400 RMB WV for the 2025 SAR. I doubt we will get over 600RMB Fos 2025 SAR. Take a look back and think a little.


In your post #: 73368140 You said the anticipated increases in NdPr prices will drop straight to the bottom line! I totally agree with this many posters and AL herself said this two years ago when Prices were rising. Could you please explain why the same is not true when prices are falling. I firmly believe it is. Referring to your statement and looking at the chart below why should we not expect a much bigger drop in SP looking forward next 6 to 12 months? The big rise you were elated about occurred on April 15 NdPr hit high of about 430. today it is 403.5. Because you think looking back is bad you are probably still elated over that rise and do not even know it did not hold. May day made last week a short week i did not post I will post this Friday and make sure to include for you a 4~8 week chart just so you can see the total effect of that rise. Please look at to days chart to see that these little rises are very common. Some day one will hold and away we will go but I would not buy till it was clear it is a rise.