Major Drop, page-36

I'll buy the current LYC 2-yr return every time. Even with the "OMG it's a major drop I need to start a thread" some think we just had.

This year has been broadly challenging across global markets with inflation, with Xi and Putin aggression more than saber-rattling, with global droughts and Russian actions against EU and Ukraine - all following on massive stock market gains of the recent past (see the long S&P chart for example).

I expect LYC consolidation is about done. The KAL-to-MAL transform came with a decidedly difficult timeline and I have faith that they will pull it off with aplomb even while they continue to define what they will make of it.

Amanda has proven herself. ASX100 a certainty. An SP double by EOY23 seems likely to me, especially if there's talk of immediate HREE refining at reconfigured LAMP.