Lynas - will deliver in spades, page-15

Lynas is a growth stock. It is aiming to increase revenue 2X/3X in the next 12/24 months and I fully expect the SP to reflect it all and then some as the criticality of REEs comes into focus for more investors, and as ex-China governments get fully woke to the idea that all future tech production is entirely dependent on having a full suite of REEs; there is no substitute no matter how many pundits claim otherwise including (most enigmatically) the CEO of Neo.

REEs are more valuable than gold; without 'em you got industrial squat. China is driving the Green Revolution and is its main financial beneficiary BY FAR; the situation kind of reminds me of the way Reagan pushed the USSR off the map imho (they have not recovered). China is raking in billions which they are plowing back into the race and they are pulling away (both in the wind turbine industry as well as EVs). They rule the rare earth space. And the value-add from their REE dominance is a trillion dollar market; that's 1,000 billions. Better than gold, I say.

Ex-Chinese politicians are just trying to re-elected by saying the right things. And most troubling to me? Not so long ago this disparity would have been pointed out, loud and clear, by the press back (think Cold War reporting), but now the press is NOTHING but a mouthpiece for one side of one political party and not at all interested in the financial welfare and freedom of common citizens or even their nation.