Capital raising?, page-134

Yes I was short years ago when Ree prices were high. As soon as second derivative of prices went to Zero I was out. Since then I have flipped several times. At one point I had 75% of the funds I keep aside for speculative investments in Lynas. Does that mean I am positive now. Lastly I only do puts I have not shorted for 12 years.

Something that occurs in many markets but seems to be very true in the REE Market, I don't understand why. Why is any statement that is not negative about MCP automatically considered as a slam on Lynas? Why does it need to be one or the other? I will admit that if both were producing that prices would be lower than today. Yes the plant in Africa is a dream I found it interesting that that they said they had committed funds but they would not be released till the market price of their output reach certain levels.
Wish they had said what that was. The point was not weather this would ever see the light of day but that people after evaluating designs chose the MCP design, even with the problems that MCP had.

I do own a few MCP shares. Less than$100.00 They are not an investment they are research. With them I receive email of every court activity. Every decision that causes twists and turns I receive actual text not summery. I could do all this with research but this is much easier. I do not think we will see MCP come on line for a long time, if ever. Knowing what is going on is valuable. Would you agree or disagree that in most markets but especially over supplied markets knowing, and honestly appraising what competition is doing is critical.

I want to invest in REE still think it could be very exciting. We need higher demand. These low prices will help allot to create it. China is the wild card. I thought they would be happy getting MCP and GWM out of way, they want more. The refusal to stock pile above a certain price tells me they do not want prices to go up. The July 1 tax changes also indicate this, it cost the government revenue. I think they were well thought out. Yes bad for Lynas, not crazy as you said. They lowered prices to ROW while supporting the Chinese REE industry.

Lynas is hurting badly. Most of this is because of NC and China. I think Amanda and crew have done a great job with what they were handed. I agree they are the only investment in REE right now. I also believe that any money invested right now is either stagnate or going to lose. I am not a bottom feeder. I will be very happy to buy Lynas at 2 or 3 x today's price, with a clear future. Gain is not important to me. What is important is Gain/Time. Buying now will increase time substantially making it a poor investment even if it goes up 5 X, plus it is very high risk right now. This is also why I find averaging down poor investing. Sell wait for things to change, clearly miss the bottom and buy when things are looking up. It took years for me to realize how important Gain/ Time was and how unimportant hitting bottom or top was. When I finally understood it, and believed it, the gain on my investments improved remarkably. This is one of three things that changed my investment strategy.

Note when I say price I do not mean stock price. I mean what does it cost to buy a certain percentage of the company, no matter how small.

Kind of funny you bring up Estonia. I thought it was a crazy bad idea when Smith did it and it was him keeping up with Jones's (GWM) Why did you not mention NEO. NEO is still sort of profitable. Smith in his desire to out due everybody way overpaid and that was the beginning of the end. Actually I believe NC and Smiths egos fueled by high REE prices were the beginning of end for both companies. Same is true for GWM but I cannot even remember CEO name. Smith's buying spree included lots of other companies. Overpaid for all of them. Just like DOT COM. Companies overpaying for other companies with cash raised through selling overpriced stock and warrants. History does repeat.