LYC 0.39% $7.75 lynas rare earths limited

Mining CEO of the year, page-12

  1. 7,661 Posts.
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    To say that Lynas needs more PR implies you think stock is undervalued. Long term as companies Mature SP goes from speculative value to traditional Metrics. I would like to have someone that keeps calling for more PR show what Equity and Earnings will be 1,2 or 4 years from now, and what SP would be with those E&E values. ( show with assumptions but no pure speculation, state assumptions) Does that future SP give you a compounded yearly growth rate of 5%, 10%, or 50%? Lynas is still a speculative high growth stock with Risks. If current price yield a 10% to 20% compounded growth rate in the next 1,2 or 4 years it is probably properly evaluated. I am very happy with any stock that gives me 5% after expenses, taxes and inflation. These are rare over a ten year period. From 2008 to now many investors have reaped well over 15% after the above. This is several times greater than long term averages.

    There is also another indication that PR is just fine. Two large funds recently purchased over 10% of the shares in in just a few months. See ANN announcements for details on purchases
    34483239 and 34483920 . This does not happen without plenty of quite but complete PR.

    Next go to NEWS section of Lynas home page look at how many positive articles just in 2018.

    Now in investor section look at interviews and major presentations they have done.

    They are doing plenty of the right kind of PR. I think the "NO PR" Comments are from stock holders that have wild dreams of what the stock price should be, without any data to justify those dreams. That expect the past 1,000% SP rises to go on forever.

    If you want to make fair evaluations of Lynas SP you have to spend as much time looking what might go wrong as what is going right. I actually think what the company is doing is very good, including PR. I think the WW economy is the biggest threat to Lynas right now. So if you are only looking at Lynas you are not seeing a major threat. I do not think d trump is bluffing, wish he was. I do think he is emotional and does not put much thought into what his actions might cause, he back tracks because he is unaware, not because he was bluffing. Second problem and it is a distant second is Lynas is and will be for the foreseeable future a flee on the dragons tail. This is not all that bad, the dragon reaps lots of benefits in world opinion from Lynas while still being firmly in control. China knows it is helped far more than hurt by Lynas. If china sees lots of new companies emerging they will take price actions to stop them. This will hurt Lynas SP short term. Lynas will survive. Long term Lynas will be stronger. I do not want to be part of a SP collapse no matter how sure I am it will be higher in a few years.
 
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Last
$7.75
Change
0.030(0.39%)
Mkt cap ! $7.244B
Open High Low Value Volume
$7.71 $7.81 $7.63 $12.03M 1.561M

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No. Vol. Price($)
1 6556 $7.73
 

Sellers (Offers)

Price($) Vol. No.
$7.77 3385 1
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