Up until very recently, a majority of posts were in FAVOR of...

Up until very recently, a majority of posts were in FAVOR of abandoning the LAMP and "teaching" the Malaysian politicians a lesson about their years of bad treatment towards LYC.

That was at a time (July) when Kalgoorie was opening, and the transfer of volume and stock piles of finished oxides were in abundance and being held back for future sales. We read how the LAMP was a burden and should be sold or disassembled and shipped to America.

A Judicial Review is not a court date. It is, or can be, a very lengthy process, which could take months (suggest people Google the term). During the review, which can be short in duration, or quite lengthy, judges may allow a stay or an extension of our licenses until the review is completed. These extensions are what will happen, and our LAMP will not be closed.

But, all this suggests that the LAMP and its fate are at the heart of LYC share price problem and dismal results. Now we have posts suggesting that because China may be bottoming out, and not cutting interest rates, that we have no where to go but up. Never mind that we don't sell a kilo of oxides in China, and the inference is that this will drive up RE prices, which is the "golden egg" that LYC needs to grow its profits and business. This is all quite the contrast to Kalgoorie churning out oxides like a money printing press.

At a time where Lucid cant hold a $5.00 share price and may be delisted because of the declining price, and at a time when Rivian is out in the debt markets trying to raise 1.5 billion, after a 1.3 billion raise just months ago. With Elon Musk blaming the living "paycheck-to-paycheck" American consumer for dismal sales at gross profits 1/3 (6.7% actual) of a year ago, and with MP dropping from $26 to $17 in three months, I would say that RE prices should hold where they are, as to not drive prices inflation back into the EV space, and that our problem is systemic lack of demand, an exhausted consumer, continued layoffs and strikes (people dont tend to but new cars when out on strike, or newly laid off their work). Add in two wars, the worst economy in the U.K since WWII, Argentina on verge of default, and every extra western government dollar going towards arms, while clawing back stimulas, and soon to be 9% mortgage rates for home purchases in the USA, I'd prefer to be of the opinion that our segment of the market and the overall economy is in COMPLETE disfavor.

Actually, shorting LYC vs waiting on a major announcement is a far more constructive way to make profit in this environment if you are a true investor and not "Lynas, rare earth Groupie" The world has put RE on the back burner until the world sees clarity for growth and financial sustainability for consumers. Arguments about the LAMP, lawsuits, and the Chinese economy as a means to dig out from this share price trap, and industry lag are simply nit-picking at the larger issue. The world simply can't financially afford to save itself from global warming, and our industry can not participate in the growing concerns of today.

Im afraid we may start seeing $AU5+ stock prints before we see $AU7+. Sorry for the somber analysis, but LYC will keep its LAMP, we will (though i am very disappointed) reach profitable production level from Kalgoorie, and we will see a USA plant online, but we are going to feel a good amount of pain to get there. As for me, I am not sure i will make it to the last chapter of this riveting novel. up to last week, my LYC dollars in an S&P ETF would have given me a $40,000 gain vs a $25000 paper loss in the past 12 months. Im not here to save the world. im in the market to make money. GLTA