LYC 1.32% $6.90 lynas rare earths limited

Rhys i agree with the realised profits for these instos and that...

  1. 138 Posts.
    Rhys i agree with the realised profits for these instos and that is the reason for reduction in their holdings

    Cant argue with any of the other points you have raised either

    There will be a fundamental shift with this stock once the quotas are announced and the Japanese deal is put away

    Once this is done the speculation will go entirely out of this stock ,the only factor left will be execution of the lamp which should see the sp beyond the $2.17 val currently out there.

    It does suprise me that the sp is basically back to the price before the Sojit deal was announced , so the upside of this yet to be factored in yet
    I suppose the market wants to have absolute 100% certainty
    with this, well they will get it early next year in spades .
 
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