Ann: FY23 Financial Results Presentation, page-26

Yes there are many times that market runs on optimism vs earnings. But soon or later a company will have to show they can earn a reasonable return on their stock price. Look at 1999 -2000 when Dot Com stocks were overvalued amazon dropped more than 95 % took it over 10 years to return to its 2000 price.

Look at Banks in 2008 many went BK and the few left still have not reached their Pre crash SP. So if you want to look at a few AI stocks and say they are at least 10 times more overvalued than Lynas I will agree. You can always find a stock that is ridiculously valued. But if you justify your investment by that then you will have problems.

So now that you have insulted me when don't you try to use some facts. My point is simple Lynas pe almost doubled with the AR.

There earnings were as follows. Maybe instead of insulting people you can show why this is a pattern that will raise SP. Insults mean nothing to me when they come with absolutly nothing that disqualifies my arguments. Just says you do not like the message so you shoot the message bearer.


Q1 '24 revenue will be down from Q3 and Q4. Easy to figure out just look at the REE price chart and figure in the book to bill delay.