Yes i tend to agree as much as i hate it that the shorting will continue for the short term... BUT, to me now the short trade has a higher risk level attached to it, reason being that i tend to think that disclosure is being kept very hush due to customer qualification and also contracts that are yet to be inked. If it was me why would i let the competition know exactly what prices/product suite is/are being met? But the downside to all this is that shareholders feel like they are in a dark room.
IMO as soon as Lynas feels secure in contracts/ product qualification they will flood the market with info. That is what makes shorting to me slightly more risky as Lynas could release this info any time (whenever the customer qualification process begins/ends)no one knows.
Along with this the fact that RE's are pricing higher and as ND and Seg is met we could see dramatic increase in sales as customers approve these more technical products.
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