I have been invested in and followed rare earths for 15 years starting with a failed attempt at GWMGF and some of Jack Lufton’s analysis of the sector in general. My observation is that Lynas is critical to all western economies that want to develop an industrial base and produce cheap energy from off shore wind to drive (pardon the pun) a national industrial policy. With so many free and not so free world governments with skin in this game it is my view that Lynas will always do no worse than grow at the pace of world GDP on a currency adjusted basis. With the only true growth industry today being supportive of the a carbon neutral future for the world and the world being behind the 1.5% curve, Amanda is poised to get her share of that future and more as the only reliable source in the free world.
LYC Price at posting:
$8.24 Sentiment: Buy Disclosure: Held
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