Agreed, ROW is truly nearly nowhere WITH THE EXCEPTION of Lynas. China remains a huge and seemingly insurmountable monopoly with trillions of dollars surplus and geopolitical stability on the line.
Neo/SHECY are certainly helpful and magnetmakers that Japan has sequestered and encouraged including Hitachi Metals / BAIN Capital's Proterial, a potential big scale manufacturer. But ONLY when they have enough ex-China Dy/Tb!
I want more horsepower and I want more horseshoes. I want Lynas to double again and again.
Investing in Dy/Tb as smart as investing in Lynas 2020!
p.s. LYC was under $3 (LYSCF under $2) and it is STILL a great buy today imho.
LYC Price at posting:
$9.26 Sentiment: Buy Disclosure: Held
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