Today's chart & trading, page-1530

Maybeit has nothing to do with the review at all.   I said consistentlythat the licensing issues would be settled in a way acceptable to Lynas andthat   Lynas would continue to operate.   This now appearsto be true.   I also said the SP  drop to below 1.60 was notjustified  based on the Malaysian issues,   still feel that way.The markets in general are very soft.  Most markets are down sinceJanuary.  Most are down more than 10% since highs in September.  Seemy post Post #: 36580189 for details  Most Metals are down for year.  Commodities are falling in general.  Maybe some Lynas stock holders are just reacting to what they see as a rough 6 to 18 months ahead for Lynas.  Not because Lynas is doing anything wrong, they  are not,   But because it is starting to look like a very rough period for any company like Lynas, because of WW economic situation.   I agree with many on this board that EVs, Hybrids and green movement in general will create skyrocketing demand for what Lynas sells.  That is the future.  Right now Lynas’s products are used in items that are sensitive to the economy Autos being one of them.   Right now we are about 3 months into a correction.  If this turns into a recession Lynas SP will crumble.   Maybe that is what is happening.   Too early to know if I am correct.    I firmly believe that Lynas holders that start looking at the WW economy more and Lynas less will do better than those that focus on Lynas only.  Simple reason is that Lynas  is a well run company in an area that will grow dramatically.   If the pond they are in gets drained by external events it will hurt them no matter what they do.   Think about this,  two days ago Nd went up 2 RMB / KG this was the biggest change  in three months and it was positive.   I personally figured it would be good for a 0.10 SP rise.  The stock has gone down since then.      I would worry about why that happened before I worried about Malaysia which will work out just fine.     Lynas SP was 2.24 on Jan 2.  So they are ahead of the ASX 200  Maybe they are just catching down with the ASX.

ASX 200  jan2 $6061     High 8/30 $6351     Nov 21  $ 5671.  change  from Jan 2.  -7% Change on  high  -11%