Funny you know why Shorter's are shorting. Shorter short to make...

Funny you know why Shorter's are shorting. Shorter short to make money.

I claim that shorters are looking at REE prices and Lynas recent performance and truly believe stock will go down. They do not care about KAL at all but apparently you do because you think everything is Key to KAL. Lets look At KAL.

It will produce is unseparated REE carbonate. Now its out put will be about 9KT of NdPrO equivalent, only 25% over NEXT Lamp, Lamp has only made NEXT rates 1800 T for one Q. Texas is still an unstartled dream. It was suppose to be done about a year ago.

There are several metrics that people look at in this order. Profits, P/E. Revenue and Book value. Would you please explain how KAL helps any of these? All KAL does is removes the Malaysian restriction. By itself without more processing it does nothing to increase these metrics.

You think KAL is key pls explain how it will increase Revenue. if it does this the other Metrics will follow. Unless its COP is so high it impacts them.

Now lets look at REE prices. They are down 50% from the highs 12~18 months ago. Evey $ they are down has a 1 to 1 impact on Revenue. about a 0.9 to 1 Impact on Profits. so far Holders have been slow to recognize this because SP is not down nearly as much as REEO. My guess when they see revenue in Q1 and the 1B cash on hand drop to AU$ 750M ~ 800M they will start to realize it. KAL going into production at of at 7.2KT NdPrO equivalent may cause a nice bump in SP but when Revenue and profits fail to follow it will not last.

Remember if not for Loan forgiveness and stock buying CASH on Hand would already be at 800M.



As far as hiding good news in foot notes I can give you several where less than good was buried there like the increased depreciation. Do you have a single instance where good news only showed up in foot notes? What you said is not true but you want to believe it. I guess. Do you realy think management is so incompetent they would bury good news? I think they go out of their way to create good news, truth is not important.
Disagree give just one example PLS .