when hotcopper goes quiet lynas will rally

When investors are in pain they make noise and the amount of noise on HotCopper suggests that a lot of investors in Lynas remain in distress. It suggests a considerable number of retail investors are under water, with positions that are too large or too leveraged. It suggests position sizes that are too material to cut and run and therefore rather than abandon a ship that has been sinking these investors have stood on deck rather than run for the life boats.

Until this noise stops Lynas will never recover, because it cannot recover until this over hang is removed and normal supply and demand dynamics can take over.

Therefore if people want to know when to buy the stock, it is not once production is confirmed, it is not once the court cases are finished, it is not when a real waste management solution is found, it is not when POL is awarded, it is not when phase 2 is complete...it is when people finally stop talking about the stock.