LYC 0.90% $7.70 lynas rare earths limited

Pr/Nd oxide up again, market sentiment bullish, page-289

  1. 1,854 Posts.
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    we should concentrate on reality, people on this thread are traders and long termers,

    The debt facility reneg is a major part of the LYC investment landscape in short / medium term and people should be aware of exactly what it entails. From some comments here this is still not fully appreciated in its magnitude.

    eg, LYC is highly leveraged to massively improving macros which has caused SP appreciation despite dilution and [or] threat of.

    What happens if macros take a breather or suffer a correction? (could happen nothing is certain}

    Bottom line information is good when playing 'what ifs ' which is kinda sorta want we are all doing.

    r
 
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