lynas road to profitability and share price., page-9

There are only two possible reasons for the substantial share price decrease since the ASX query to Lynas some weeks back after the half year account announcement: (1) the market knows more than we do (possibly because of an involvement of a financial institution in a loan negotiation of capital raising + that particular financial institution is making use of this exclusive information); or (2) somebody is taking money into their hands to drive the share price down for a particular reason (shorting, a takeover bid, etc.).
If (1) is the case and Lynas is aware, I assume that Lynas would have to announce this to the market. Hence, they would be walking on very thin ice. As a result, I assume that (2) is more realistic and we do not know the reason for that. However, it would not affect LT holders looking to Lynas fundamentals unless there is a takeover with a squeeze-out at current prices. That is the absolute worst case scenario.