Well it hasn’t ever gone your way here but it seems like you might be thinking of another stupid signature like your last one dismissing Dysprosium and horseshoes. Then I showed you why horseshoes (DyTb) are smart because they enable the horse (NdPr) to do the hard work.
You’re quite clearly ignorant of the REE technologies and market realities. Thankfully Pol La Roux and Amanda are not.
It also has become apparent that all the while I was trying to help you understand the criticality of Dysprosium, Amanda was planning to make it even more obvious to you!!. She did exactly what I hoped and suggested she might by having DyTb produced at the LAMP and ASAP.
That must’ve been the reason you finally got rid of your stupid signature as I long demanded you do. But you couldn’t. Your ego too thick. So I took your high horse right out from under you and you ran off.
Remember how you thought you were so smart for so long? How you thought Jack was so stupid for punting Dysprosium’s criticality? Proved you wrong, the market and I did. How about your beloved mild fake hybrids? Quite obvious to all your mild fake hybrids never materialized as Lynas’s Holy Grail as you demanded they would ad nauseum here.
So now let me be the first to predict that your claim that China now wants the market balanced after decades of strategically building their monopoly will fare worse still and prove you dumber yet. Quite clearly you can’t grasp the basics.
And quite clearly very few but you think the CCP wants the market balanced and is willing to give up their monopoly. Quite clearly Amanda does not agree with you as she is punting Dysprosium too.
As I have quite clearly and consistently maintained for many years, China wants REEs developed around the world and sent to them as raw materials for their refineries and magnet makers and high tech manufacturers of all things REE-enabled. And they are willing to keep prices for REEs just above that which is sufficient to have developers find the REEs and send concentrates to them; not so high to support additional ex-China downstream value adding.
Remember, you keep doing this yourself despite all I do to help you mature. So the answer is “No, you can’t have your high horse back”.
LYC Price at posting:
$7.06 Sentiment: Buy Disclosure: Held
(20min delay)