LYC 0.16% $6.17 lynas rare earths limited

here and now..., page-11

  1. 1,270 Posts.
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    With all due respect Lambda the Lynas situation "is what it is"... Lynas is a very risky investment that appears to be emerging from many very difficult challenges into a first mover that could see exponential growth... In fact I was asked by another poster on this board just where I thought Lynas would be trading in 10 years...

    I honestly think Lynas will be trading above $10/share and the reason I feel this is a possibility is that Lynas truly is the “first mover” in this industry. They have the intellectual property, experience and will have the financial backing to actively pursue both organic and merger/acquisition opportunities within the RE space…

    This space itself will see exponential growth according to many experts…

    On another note, I read the arguments that management has poor communication skills, but the fact is that if management painted a glossy picture they would be accused of putting lipstick on a pig... In other words they(management) can't win...

    I am simply contending that Lynas puts out a regular meal of information without the garnish that other RE's (Moly?, GWM?) often include. I thought Jack Lifton's comments explained the REE story very well... Lynas is more professional, technologically advanced, experienced and maintains a much more efficient production process from the mining to final separation of the elements...

    As a long term investor I digest the information (facts) I am given (including financial stats) and I also value input from industry experts like Dr. Anderson, Dr. Gschneidner, Dr. Trueman, Dr Meijerink and so on... These are the people who will guide the future of RE's and for the most part is bullish on the future of this nascent technology...

    Yes, I am very high on the future of RE's and even higher on the future of Lynas. Sure Lynas could do a better job of promoting their future but the critics would still be at the table second guessing every move... I for one like the conservative approach which allows me to analyze the facts on an even playing field...

    Once again, JMHO...
 
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