LYC 1.39% $6.56 lynas rare earths limited

"Educated guess means you have looked at facts and have some...

  1. 989 Posts.
    "Educated guess means you have looked at facts and have some assumptions about future."

    You're one to lecture people about "educated" guesses. Your "educated" guesses have been consistently and drastically WRONG EVERY TIME! That's quite hypocritical.

    "numbers say it is not going to happen without major REE price increases."

    What do you think is currently happening? You always look back at RE prices. You seldom look ahead and when you do you drastically undercut where they are heading. So much so that you say you sold because of RE prices right before Q2.

    I've been saying this since the beginning of the year (or earlier) - RE prices are rising and will continue to do so in 2017 and beyond.

    "Contract delays mean little of the price increase shows up for over 90 days."

    You make it sound as if Lynas is having trouble with it's contracts because they are being delayed. Your wording is disingenuous. There are no contract delays. The contracts show up in QRs up to three months of being shipped since most are long term contracts. The contracts are not being delayed.
 
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