Continual jousting (CJ), page-2

Your choice weather to focus on the actions of two leaders that are pissing on each other. Trump and Xi. Or to focus on the only thing that leads to long term growth of a company. Earnings. If you know of any thing else long term I need to know about it. Yes Higher REE prices and DY or TB production could lead to higher profits, So far I see no indication that will achieve the prices need any time soon. JMO to have adequate profits to fund Groth to compete with China will take Price 3 to 5 X higher Than to day. This chart was update June 28th. Think hard about What prices need to be to make Lynas a star again. Why is there no discussion on supply and demand. China in the last couple of years added 50 SX lines. Lynas says in the next year they will go from under 6KT to 10.5 KT Mp Materials shipped 563 MT NdPrO in Q1 run rate of 2.250 MT. So supply is increasing. T PA. This may seem like nothing but it was zero 18 months ago. They claim they will be at 6KT in 15 to 18 months and so fare they have done better than predictions. Lynas is still at 6 KT and they started production in 2013. on the demand side Both EVS and wind installations are way below forecast. Still growing but very slowly. Hybrids are growing rapidly but there motors are 75HP to 125 HP Vs EVs which are 200HP to over a 1000 in some. Why does every body focus on actions of two crazy men instead of what is actually happening?

Most industry can tolerate high PM prices. What they cannot tolerate is supply problems. It is one thing to raise your price especially if every one else is. It is a totally different problem to not be able to ship. Yet many on this board seem to take satisfaction in companies not being able to ship.

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