Ann: Lynas Rare Earths FY25 Half Year Presentation - amended, page-3

Maybe but last two times Lynas has used public stock sales for cash and not JARE. Jare was a major buyer of the stock.

JMO no more gifs from JARE. Lynas will need private loans or stock sales to raise cash which has a high chance of happening like you said.

I know China reducing prices to hurt Lynas is a very popular idea. Lynas's share of market is small and going down. The real problem is over supply. Chinna like Lynas believed all the crazy forecasts about future demand. So they added over 50 SX lines to meet those forecasts and unlike Lynas the capacity is now online. It is adding significantly to supply, reducing prices. These prices are hurting Chinna as well as Lynas and others. Chinna has total control of demand as well as supply. Japan is small compared to Chinna. They could of reduced prices easily without going to the expense of the massive build out they did.

Tesla had a major hit to sales in EU, 47% YOY, people are saying Chinna sales and Elon unpopular moves caused this. I have not seen any data on sales increases by others, have you? I believe that trump could cause a worldwide slowdown in everything, If this happens what happens to REE prices?
JMO they will not go down further they are already near the point it is better to shut down capacity than produce at a loss. They are unlikely to go up.