Stock price, page-853

As I see it the stock price is a reasonably fair reflection, somewhat low, of the current dire market for the magnet metals NdPrTbDy, of Lynas' current production capacity and of the current legislative situation in the US. I expect all 3 to significantly improve this year.
Recent poor CNRE results sourced from SMM (easily googled) suggest Lynas is currently THE lowest cost RE producer.
Many here suggest that China is happy to take a loss on the REO middle supply chain in order to trash competition while cashing in further along. IMO that ignores their strong dependence on Mt Pass and Myanmar who both demand a margin to supply Chinese processors. There are also major US subsidies for magnets in the pipeline; the RE inputs will be essentially free if they come from approved sources such as Lynas. That should totally decouple US REO prices from the Chinese spot market. Any US-China tariff war would only exacerbate this if REs become involved.
Finally around mid year Lynas will be producing separated DyTb as well as a major upgrade to its NdPr separation capacity. Assuming they have the demand in the ROW market, this increase will be a major expansion of their business. Finally there will be a single ROW supply of the full suite of magnet metals.
I expect 2025 to be a huge year for Lynas.
I intend to start selling down my Lynas stake late 2025.