down side risk of lyc, page-6

I am sure we will see a momentum shift, damn hard to pick when I guess, I know it will not be at the operational OK in Malaysia, history tells me that as long as we have humans involved someone will know way before then and we will see sparks fly, as an investor I would suggest you should avoid the short term noise and have taken a position by now.

The likes of short term projections and charts etc are as useful as tits on a bull to someone like me, and this is as it should be, they are necessary tool for another job.

I am keen on only one thing and that is to spot something before you spot it, take a position in it and wait to see if my guess is better than yours. To seek out value before someone else sees it is the only way a long-term investor is going to cash in on his/her time/risk investment.

I have done much due diligence on the wider RE market plus China’s forward movements and how Lynas will fit into this picture given the numbers available. I believe I know with enough certainty what the risk reward scenarios are to allow me to retain my investment in Lynas at least until stage one output is banked. It is too early for me to look at stage two, however I will say that I am much more inclined to look at retaining my Lynas holdings past stage one than I was a year ago, I believe many have got the demand supply equation totally wrong in that I see massive shortfalls leading to extreme basket prices in the next two to four years.

The caveat we always have is what if something real bad happens, well if that occurs it will be real bad I guess, I don’t think Europe is that real bad thing btw, no I would be more inclined to worry about China than I would be bothered about Europe, they will muddle through and little will change IMO, but we need the Bricks to stay on top of growth, nothing to say they won’t and I only mention it as a balance against the supposed Europe/US old world issues which again IMO are way over estimated.

Anyway GL to investors, we are the people who build things.

As always.

DYOR!!!