explanation to why sp has dropped, page-33

there is no conspiracy theory as to why the share price has dropped

there is now a great deal of uncertainty as to the time frame of when the plant will be online. without time frames, you cannot accurately value the company.

one of LYC's major draw cards was that it was a 'first to move' company dealing with ree's outside of china, this is now unclear.

for people claiming that nothing has changed, the market disagrees with you.. and sadly its not 'the big boys' shaking the tree, its real investors who are selling their holdings because of this new uncertainty.

if you're in a position to accumulate and dont mind waiting around for the next 12 months, now is a great opportunity to buy.

however, i doubt lynas will be as profitable as it would have been, had the plant been operational earlier, allowing LYC to take advantage of inflated REE prices for longer...

thats sovereign risk for you

a non-holder's 2c