Interesting, page-1188

I never assume the market is sensible or makes decisions on clear fundamental considerations. The market is full of people who act illogically and this two day feeding frenzy is evidence of that. There are still risks but if that Orange bloke promises to be nice to China and the Fed Chair and punters think it's a signal to buy buy buy, who am I to argue. I just try and take advantage of perceptions. So my theory here is that there is a perception that in the long term LYC will represent value to the punters as I think it unlikely that China will give up their stance of banning certain rare earths and critical minerals to the US( but I could be wrong) and that will create the perception of value here. And whilst the market is risk off , then LYC I expect will drop. But markets are strange things and even human nature can surprise.
With regards your check list, whilst I respect your right to that position and look I can see some logic there, I'm a different beast who looks at different things and therefore can come to different conclusions without disrespecting others thoughts.
Have a nice evening.

Christopher