Boom!, page-7

People have it all wrong. Looking at daily movements and swings in current volatile market with a long list of contributing factors is pointless along with the broker report of $12.65 whatever it was. The key driver atm is the Chinese govt efforts to reduce costs of reo's - look at pr/nd pricing drop since that ann. It will pass simply because of demand - just like the Australian coal ships the Chinese govt would not unload - now they can not get enough.
The only thing worth paying attention to is what management are doing - production - shipping - Kal construction - US progress - DOE/US grants and govt loans - in other words the only important issue to look forward to is the next quarterly which will surpass the previous one which was outstanding - along with understanding the huge increase in global reo needs for defence and green shift particularly now in Europe. Australia is an absolute backwater and the market is swfa - we have zip auto manufacturing and zip green growth - wind turbines - solar etc compared with our markets we sell into.

6 weeks another ripping quarterly regardless of covid - China lockdowns - Putin -etc. All will pass - it always does and how will Lynas emerge!! Very favorably. These OZ grants stink btw - Lynas was all hard earned with top shelf management - huge effort and expenditure to be positioned where they are and now tax payers handouts galore to other wannabees. BTW does not a Chinese company have a large stake in the Central Australia project - Shenghe? How does that work - trying to go away from Chinese one minute then supporting them the next.