Interesting thread.
fwiw, i believe that most of what has been put up by a poster with regards to the basics being already priced in is erroneous. We can all see what we want to see if we try hard enough.
Well and good to claim that all the good is priced in however if Lynas miss any of those items they will hit 20c. This is an opinion and a very negative one. If the converse were posted there would be a possibility of the post being tou for ramping.
1. Picture a seesaw
2. Place a box at each end
3. Put into one box all the negatives that have occurred and may yet happen
4. Put into the other all the positives that have and may yet happen
5. Now add some momentum with a few pushes from the negatives brigade (SMSL, govt delays, court hearings, financial issues, board inactivity, Duncan, Malawi, downtrend in basket prices, the list goes on but you get the idea.
Now onto the other add the LAMP is finished, TOL is here, phase 2 almost finished.
WHats left? Oh, hold the potential additional negatives and positives over their appropriate boxes.
Now, add some physics. There are many more positives that could happen than their are negatives yet to happen. So, drop the positives as they are too heavy to hold.
BOOM!
The seesaw just tipped heavily up to the positive and that my friends is what the SP will do once there is some belief that successful and safe production is happening.
Blind Freddy can see that the seesaw is tipped into negative territory at the moment. I understand there are holders and haters however cafa you are blinded by a very strong negative bias as are a few overly positive holders with their bias.
Best bet perhaps is to adopt a strategy of ignoring overly positive and overly negative as they are looking for reasons to justify their opinions rather than evaluating facts.
Re Moly, if Lynas and holders can't learn from Moly efforts and errors, what does that make us? No harm in learning from history is there?
GLTA
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