Re Wind Gen, I passed on a comment from someone who VERY much knows RE: "Wind Gen has been disappointing", also pointed to offshore likely to have an impact from 2019/2020, but it is far from the most significant demand segment, China high speed rail alone is forecast to draw more tonnage NdFeB.
BEV undoubtedly has a role to play, mainly inner urban, but I question the economics of mass roll out as a transition platform, particularly as there are far more efficient options to meet looming emissions standards, notably various modes of hybrid, which EVERY forecast predicts will way outstrip BEV.
My investment thesis is based on very broad demand for NdFeB PMM, not plucking favs from the glossies with copious C&P, should be obvious, simple even, but you just don't get it, monotone, static, myopic.
LYC Price at posting:
$2.39 Sentiment: Buy Disclosure: Held
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