LYC 2.86% $6.11 lynas rare earths limited

SP, call me whatever names you like, as stated I hold, I will...

  1. 19,584 Posts.
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    SP, call me whatever names you like, as stated I hold, I will buy at a price, I remain confident Lynas will be a survivor for all the reasons I've laid out many, many times but I also think I've spent far more time on the macros than most here and they are deteriorating almost daily. Over the course of a few days NC's clearly pushed back S2 steady state 3/6 months, at this stage, effecting Feb 14 results. Now July 14 before we get a look at a full 6 months numbers.

    We enter the Chinese New Year holiday with a static basket and NC's warning of "thin" sales with no sign of demand returning.

    Beware the Year of the Snake.
 
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No. Vol. Price($)
5 26354 $6.10
 

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$6.15 3758 2
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