LYC (ASX) Noise...

Originally posted by toly: ↑

I think that Lynas is in a perfect storm of bad news and investors are over reacting to the company as a whole. Looking out long term (1 year) Lynas will be up and running the C&L facility which will provide tremendous amounts of rare earth ore, ready for separation. By then the world will figure out there are no shortcuts to producing re's at this time and Lynas and Amanda will be rewarded with a company that will be in the right place at the right time…

It also stands to reason that this Malaysia approval review will be favorable to Lynas in large part to Japanese influence, also the global economic implications that could be detrimental to the region including China itself. Since Lynas is pretty far up steam in the supply chain, a shut down would be felt immediately and the global outcry created by any Lynas slow/shut down would be enormous and possibly suicidal to the Malaysian growth initiative...

Sure things look a bit dismal at this point but this is to be expected given the world economic woes and the uncertainty of Malaysian politics. Lynas as an investment requires vision and an understanding that the fundamentals of this company have not changed. It’s no secret that commissioning at Kalgoorlie is challenging but will require far less in terms of commissioning than the LAMP which involved new processes to tune the individual circuits and perform separation at scale. Many of the key personnel that developed the LAMP are working on the Kalgoorlie project…

Also Amanda has her hands full once again with the Malaysian political system however this time she has a lot more ammo and the support of Japan. Perhaps the Samurai bonds (200bYen) Malaysia owes Japan will become known as the savior bonds and help quickly mitigate this latest issue…

Six months months from now It is likely that Kalgoorlie will be operating C&L with production amounts that exceed the maximum capacity of the LAMP and creating another expansion opportunity. Globally there is a better chance that someone will conquer perpetual motion than Elon having success with his new technology to replace Neo as a major building block in motors. Maybe the technology is there but after the technology is developed it has to be scaled and then implemented which could be years from now if it is proven feasible…

At the end of the day it may appear that Lynas is crumbling but nothing can be further from the truth. Amanda is constantly analyzing and executing the ambitious business plan and making decisions that for the most part have been correct and worked well to resolve the issue. The noise over Elon’s comments combined with the latest political noise makes things worse that they appear. Kalgoorlie will be commissioned just as the LAMP was and Lynas is solvent and with an excellent balance sheet making any dilution unnecessary for future expansion…

Time to sell? Perhaps but consider the upside potential and the long term prospects of the company as a whole. Amanda has guided Lynas through some difficult times and most of those journeys were made with little in cash. Things are different now financially and Lynas as a company does not need to worry about any future cash raising that sometimes result in share dilution. Lynas is making progress while time is standing still so in my mind it is a great place to invest…. JMHO…

Expand

Last comment. As of today NdPrO is down to USD NV 72.40 At 60~70 USD Lynas will not make any money. What happens to stock price short term if H2 2023 profits are only a small fraction of H2 2022. Please justify holding through this event when we can see it coming.

No.	Vol.	Price($)
46	14431	$8.58

No.

Vol.

Price($)

14431

$8.58

Price($)	Vol.	No.
$8.59	8053	18

Price($)

Vol.

No.

$8.59

8053

No.	Vol.	Price($)
28	8087	8.530
17	13952	8.520
8	9653	8.510
9	14161	8.500
7	18520	8.490

No.

Vol.

Price($)

8087

8.530

13952

8.520

9653

8.510

14161

8.500

18520

8.490

Price($)	Vol.	No.
8.550	16548	19
8.560	7402	7
8.570	11442	10
8.580	24981	9
8.590	9072	8

Price($)

Vol.

No.

8.550

16548

8.560

7402

8.570

11442

8.580

24981

8.590

9072

(20min delay)
Last $8.59		Change -0.295(3.32%)		Mkt cap ! $7.993B

Open	High	Low	Value	Volume
$8.50	$8.74	$8.40	$45.81M	5.377M

Noise..., page-3

FirstWave inks $400K deal with Dominican Republic major telecom

Almonty Industries shares EXPLODE! Rheinmetall, Renk, and Hensoldt left in the shadows!

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Two defence stocks, two $60M deals – why EOS shares are going up

Monday's HotCopper trends: DroneShield contract, Vection pilot order | June 30

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Noise..., page-3

Top Stories

FirstWave inks $400K deal with Dominican Republic major telecom

Almonty Industries shares EXPLODE! Rheinmetall, Renk, and Hensoldt left in the shadows!

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Two defence stocks, two $60M deals – why EOS shares are going up

Monday's HotCopper trends: DroneShield contract, Vection pilot order | June 30

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News