LYC vs GGG, page-9

Thanks @Jalon yes that is exactly to what I referred.

The pattern shown is well known in investment circles and stock standard for any emerging company (in essence from bankruptcy here). The positioning of Lynas on the chart is clearly is nearing the “Full Value” stage in my opinion as well. It’s not to scale. It’s a visualization. Lynas has passed spec, re-emerged and completed its recovery and roll out from its brutalised lows. From here, now established and maxed in its ability to structurally offer anything more (eg beyond LAMP profits). It to me now looks set to only gain from REE pricing fluctuations and offtake increments. The rest of its growth cycle where the largest true compounding profits are made for investors such as me, are now a thing of the past here. (eg wouldn’t anyone here liked to have bought in at its price x10 less than currently?). Output up 50%. Next year perhaps 30% next again eve less. Reaching the top of the curve where it tapers and trouble starts.

It also houses a large confidence base from such growth. These bases are the first to panic into large scale fear once undermined. As evidence of this existence in LYC. Just take a look at the current slide from almost $3 to $2.10 that’s a huge slide that a huge resource increment couldn’t even curtail back up 5%. Thats concerning from the markets veiwpoint. This to me suggests a lot when it comes to confidence loss within the market for its future storey. It now has a well emerged down trend and visible loss in confidence. The market is clearly identifying risk and it’s lowered likely future returns given performance of old. Heightening its risk profile. It’s all clearly shown in its chart.

Further with so many potential upsets around that could arise for Lynas. Especially the LAMP threats and emerging growth stories around it. The market will waver in continual uncertainty and given time will slowly look for stronger gains. We all know how uncertainty effects any share price given ample investment experience. But don’t expect support beyond perhaps general disdain from a room that supports LYC. Shame. Truth and time will tell. I try avoid shares at this level of investment threat as well. As they seem to always be the ones that burn the most and so why I have sold down almost all of my stake in LYC and appreciate what you have offered here. Even the holdings I see you have fits this emerging growth profile well. Thanks