News: LYC UPDATE 2-Beijing jabs in US-China tech fight with chip material export curbs, page-20

Relative difficulty to extract and process Relatively is the key Ga and GE are fairly simple and are actually available from ZN and AU processing
* Used in High Tech applications Yes but in totally different areas and for totally differnt aplications
* Do a high level PESTEL analysis to understand their strategic value in macro economic and political environment. MACO? Again you use broad sweeping analysis If you look at forest from space they all look the same try zooming in.


If I used the broad sweeping criteria you used. I could say.
I usually eat a breakfast that uses Oats, corn, wheat, milk and sugar. and occasionally Eggs and bacon. Now all come from farmsthough farms in different parts of country. All need processing before I eat them. At various times I have them all for breakfast. So any impact for on one will soon be seen in the others. I do not think this is true.

The reasons for the embargo on GE and GA just do not apply to REE and they both have high value for entirely differnt reason. Try again using a more specific criteria.

Here is a three year chart of LYC SP. I did 3 years so some of run up was included. The fact is over the next 6 months Lynas is in trouble because both Revenue and profits will drop. All the up-Rampers now have only China doing something crazy to rescue their stock from this fall. All Up Rampers claim to be long trm holders hopping for something great in a few years. But they all grasp at daily events to justify their fait in LYC. Does that make sense to you?




Yet another up-ramper using any they can to find something positive as Lynas falls.