Sharpening the contrast a bit more each day.
Lynas has dropped in estimation with effective loss of sovereignty over #1 product stream as well as anything else Japan might require as they pivot. Assuming Honda ever does.
Not a killer blow to LYC.
My "Sentiment" remains a hold, though not averse to adding.
Not half bad LT surety with Toyota Byd highlighting their very interesting pivot to EV; additionally, component traction motors could be the only way ex-China ex-Japan Big Auto can pivot.
More likely they hoe the ROWs where the Zoes go.
Lynas/Industry News, page-149
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