You really want to borrow one of Thomas Krummer tables from a Chinese state sponsored propaganda web sites that totally undermines any REE
company that sees as a threat to their monopoly, below is a little bias content of their latest offering.
Lynas (Malaysia, later Texas) —> Hitachi Metals, Japan (meanwhile US-owned) —> defense contractors.
Weak points:
The losses at which Hitachi Metals produced permanent magnets are unsustainable, this must change for such concept to succeed;
Lynas are under constant existential threat of withdrawal of production license in Malaysia, owing to dispute about a promise Lynas made a long time ago, but couldn’t fullfil.
Apart from defense, US permanent magnet cost will be higher than enaywhere else.
Lynas Rare Earths Stock Appears To Be Significantly Overvalued
Lynas Rare Earths has been profitable 2 over the past 10 years. Over the past twelve months, the company had a revenue of $244.9 million and earnings of $0.014 a share. Its operating margin is 7.69%, which ranks in the middle range of the companies in Metals & Mining industry. Overall, GuruFocus ranks the profitability of Lynas Rare Earths at 2 out of 10, which indicates poor profitability.Lynas Rare Earths has been profitable 2 over the past 10 years. Over the past twelve months, the company had a revenue of $244.9 million and earnings of $0.014 a share. Its operating margin is 7.69%, which ranks in the middle range of the companies in Metals & Mining industry. Overall, GuruFocus ranks the profitability of Lynas Rare Earths at 2 out of 10, which indicates poor profitability.
https://treo.substack.com/p/us-tariffs-on-china-magnets-possible
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