LYC lynas rare earths limited

Ann: Half Year Report FY24 (including Annexure 4D), page-48

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    • Reply to Weehawken Post #: 72657875

    • Yes I do, I have not published anything on this board from AI, Pls point out a single item that you think was generated by AI and I will address it. Per unusual you use broad generalization with no specifics. I tried it and continue to do so for searches on many subject including Lynas and REE. I have not been terribly impressed about performance compared to chrome and EDGE it finds more but much more junk to sort thru. I have not used it for any thing I have posted. on this board. If you look at my charts they are all from Lynas and SMM data.

    I keep a data base and extensive Excell files on all major stock areas that I hold or think I might hold again. My broker invited me to a MCP road show when they were going Publick. I did very well with that stock a triple in a few years. Stock got way to hi I saw signs that REE price bubble was going to break. Sold MCP & Bought Lynas GWM and a couple of other small REE players with some (not all) of profits from MCP, rest went into secure stocks. I sold Lynas when i realized how badly Nick Curtis was managing company. Have bought and sold many times since.

    If I was using AI, I would admit it. No one on this board has found a thing wrong with any of my charts. Have not shown why for next year the most important thing will be profits for SP. Not the potential for great sales. If AI could create this stuff I would certainly use it. You don't seem to be even capable of understanding charts. What difference would it make if they were AI? I cannot think of any reason to reject accurate info no matter what the source. Here are some charts I publish often. Can you find any data in error? Can you use Data in them to show why stock is not going down substantially in short term, If you want to continue to hold through the major decline continuing it is probably because you did not understand why stock went up and therefor don't know how to recognize when this decline is over. So here are repeats of some of my charts show me why you think stock will not be lower in the short term, 6 ~ 12 months probably longer, I never worry about beyond 12 months.

    The number one thing that will drive Prices down is revenue and earnings. You must believe this because you are always giving reason why revenue will go up in future. Things like COP, Biden XI talks, and Large volumes of BEVs and wind in some distant future. So far they have made no difference.
    https://hotcopper.com.au/data/attachments/5995/5995972-66aeb33dc96e85744b797c058e2af8f7.jpg
    China is in firm control of prices with over 80 % of WW production capacity do you know any reason why they would want to let prices rise dramatically? A rise of 25% is much smaller than what Lynas needs they need about 100% to 800 RMB WV or $85 USD NV
    https://hotcopper.com.au/data/attachments/5995/5995978-926c565f44e7b817165ba5d025592c65.jpg

    Lynas has never delivered what they promised, look at their NdPr out put since AL took over. Also look at 2019 plan and show me anything that has been done on time and at budget. Read page 1 budget, and pg 28 for rough schedule https://wcsecure.weblink.com.au/pdf/LYC/02107222.pdf.
    https://hotcopper.com.au/data/attachments/5995/5995987-9921ec020531dab7e1b2a83c3e8d1cb5.jpg
    AL has given many reasons why they have not done what they said they would do. I look at these individually and most are very ligament. But when they have not delivered on any thing after her being CEO for 10 years you should question every thing. .
 
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