Very interesting 600ml. I think the major Pestle component at the moment is Political by a long shot, with regards to the REE industry and Lynas in particular. - China definately tightening control. - Trump (USA) definately after REs. - Lynas strategically pencilled in for Texas. - Japan still our biggest customer (?). - China takes a minor %age of production(?). - Lynas the biggest non Chinese producer. - Gina mates with Trump. - Spot price can jump +5% in a day. - Lynas SP can jump as much (yes it can fall just as quickly, as we all know about).
The political dynamics looking favourable for Lynas me thinks. This was the initial reason I invested in Lynas. Let's see how this plays out.
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)