Today marks the end for LYC, page-56

FIVE to TWELVE
Yes I have. I have multiple PUT contracts on it just like I do MP. and a few others. Take a look at this chart of the Auto giants. Tesla market Cap is 903 B. The next 7 companies have a total market cap less than Tesla's. Do you realy think Tesla will be bigger than all if these combined? There are many manufactures on this list that should be stiff competition for Tesla. Toyota, BYD Rivian VW BMW .
https://companiesmarketcap.com/automakers/largest-automakers-by-market-cap/

You remind me of the many Dreamers during the DOT COM runup. People would point out a metric or two on their favorite stock that did not make sense. They would go to other overpriced companies and find companies that had worse metrics. Then say "see My company is better look at this one". They were all burned as the Dot Com's fell 90+%. Don't believe it? Take a look AMZN 10/Dec1999 USD 106.99. 1/ Oct/ 2021 6.01, a 94% drop. Those who do not learn from history usually repeat it. Many other dot coms lost 100% and went BK some were very large like Northern Telecom. Others like ATT had to restructure and their stock holders loss all.
Most non Dot Coms recovered in a year or two. The dot coms took much longer. Amazon did not go above $100 again till 10/19/ 2009.
It should not drop as much as some of the DOT Coms did. It will drop and its recovery will be slow just like the Dot Coms. Just like DOT Com many supporters will buy heavy on the way down slowing the fall. When they run out of money or become discourage then it will fall steeply. JMO that will happen around AUD 5 or 6. My guess it will take maybe 6 months to reach 5 or 6, possibly 12 months. Time period is much more dependent on overall stock markets than Lynas's performance. I just do not see Lynas growing enough to overcome the markets in next few years. Lynas may have a CAGR for several years of 30% but that is not enough. If REE prices fall then it will be worse.


Keepingitril
You are correct on most things about Lynas. But that does not mean it will not suffer in a market correction especially when all the Green stocks have very high PEs that will be corrected. Lynas earned $0.18 last year at a $9.00 stock price that is 2% Is that type of growth going to satisfy stock holders long term? I have asked this many times and no answer yet. For Lynas to earn 10% on any share price how many tons of REEO do they have to sell at what price. You pick SP, NdPr price and date and show how they do it. I will make a suggestion but choice is your's. June 2026 NdPr USD 150 no VAT. now you work out the rest.