Ausheds last "recommendation" was his boast of a six-figure short on Tesla he suggested I couldn't comprehend. Great vision? Now nearing all time high. He's getting crushed.
Putting ausheds aside, there's a lot of uses for the REEs, everyone agrees. However, while I used to occasionally post to a "new REE app" thread until I got hounded for posting too much, there's not an infinite number of uses.
In fact, there is really just one use of REEs that's of any real importance to current Lynas investors: REE-based permanent magnet motors. If they can't hold that market, it's bye bye LYC.
NOTE: With respect to cerium, practically a waste product of mining NdPr, there's decent potential for aluminum alloying and "Toyota magnets", but a LOT of demand will have to come on line for Ce to be a profit center.
I have regularly stated my support for Lynas's separation of REEs. I would like to see them aggressively developing their skills, moving quickly from La-Ce sep to Nd-Pr sep to SEG and HREE sep. They state in the D&D glossy that they now have 1000 separation tanks or solvent extraction stages. I think that's great. Upgrade, upsell. 2N>3N>4N. I used to post REE pricing and separation premiums on n forum before I got hounded for posting too much, but hopefully some recall the Asian Metals data which shows the 200+% payback for certain La/Ce purity enhancements. That's one example of a general rule in chemistry and refining.
Lots to like about Lynas, certainly; plenty of cause for optimism. Risks are not pessimistic, they are merely reality. They need to be understood as well or better than rewards.
I totally agree with the Patterson outlook released past resource update: HOLD rec on waste management risk. Could have written it myself.
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