My Saved Articles Print License article Lynas should be confident ahead of review: analyst, page-38

You are making a lot up @goofy in an attempt to make me out to be something I am not. The facts are as clear as what you have quoted. My post stated I was selling out as the SP was too high relative to its producer profile risk. Lynas has in effect now rolled out. With lessened expansion/opportunity/upgrade effect/news etc. now due (eg it even has downstream processing) So what then happened to the SP after I sold out even after Ausheds challenge/bet it wouldn't? It’s dropped like a rock.

And why?

Because of what I said. Tell-tale classic producer complications (LAMP production threats) effecting an overshot SP curve.

Do you think this cycle picture I posted just “happens” for no reason and when everything is going rosy? Of course not. Producer problems arise that shift it out of the growth cycle sentiment for investors.
Do we have real first stage producer problems emerging for Lynas that triggers a psychological sentiment loss in the producer? We sure do (threats to production). Will this now ill effect holder’s trust, confidence and outlook? You bet your bottom dollar! The pain will seep into the minds of investors, and in so, welcome to the future downtrend cycle. I foretold this in my post to some objection months ago and yet it’s now clearly evident on the charts right?

Just think a bit deeper about it over over-reacting emotionally to it all and dismissing very valid well known economic patterns in the hopes it just, “won’t happen here”

As for buying back into Lynas at considerable discount. Sure. I’ve taken my profits from Lynas’s growth stage and seed planted into other emerging growth stories. LYC, as a producer, now with said incurrent complications. Is now just a fluctuating trading share to me. Just like Jojo said it is. A trading share. It’s just going to bounce around subject to product pricing and minor off take adjustments or market shifts opposed by its individualized real world production problems.

Just like say BHP goes up and down dependent on the market with news having a lesser impact on upside. I prefer the bettered long term compounding profits in growth profile companies with stronger emerging news flow and I will just trade LYC/full-fledged producers at strong discounts during their woes. Which is what I am awaiting for here.

I’ve been very clear about all of this from the start and I am profiting well from it over the tactic you have undertaken to hold and ignore these fundamentals. It’s all as simple as that.