Eco Stock Market Comparison, page-8

Please read my post Post #: 63931501 written to day with links to several SMM articles and tell me if you think prices are rising or just stabilizing on external control from China.

i totally agree and have been saying this for many years. Fact is USING Revenue Earnings and Book value compared to Market Cap the stock price has been high since day one. Now few acknowledge this so now with recession near which will bring all these multiples down for all companies. Now the market CAP for the 2022 AR report was about correct for Revenue and Earnings. In normal times but still high for these times. The water problems will have a big impact on the SAR. Now AL did say she thought they would be fine in Qs going forward. No where that I can remember did she say they could make up loses from Q1 Now they may be back on track for production but NdPr prices have dropped 40% from H2 2022. So prices will continue to adjust down for Lynas. Many will say they do not get it. Drop is unfair. JMO they will all be people that did not understand the dynamics of what push SP up.

I will repeat my challenge name any SAR or AR since Lynas was started, I will figure out Market cap at the end on month it was released and show why Market CAP was way too high when compared to Revenue Profits and book value. i have made this offer several times and yet no one has challenged me. I think that says a lot. I have already done AR for 2022 just to show what that was.

I wish I could have a $ for every time i have heard this over the last 50 years. Every time any sector makes a runup everyone declares it a new paradyme and says the traditions no longer count. Fact is you buy stock because you want to make money. for that to happen the company has to make money. That takes Revenue and profit So though some companies in hot sectors will have high stock prices It eventual comes back to Metrics of Revenue, Profits, and Book value compared Market Cap. these are also the easiest things to guess at going 6 month or year out .

Best of luck on your investing.

Again future future future. What about thinking about what Revenue and Profits Will be for SAR and AR that will determine SP.

Here are some facts for me. It took Amazon probably the strongest of Dot coms over 10 years to acheve its stock price before Dot com. None of the bank stocks have returned to their 2008 highs yet.

Now let's look Lynas All SPs adjusted for split. I am using a chart that displays monthly averages so highs and lows will be moderated a little
Lynas reached a high of 25.15 on 4/3/2011 Even if those buyers sold at the recent high of 11.59 they would have still been down more than 50%
it then reached a low of $0.4311 on 3/29/2015 A fall of 96%. they went over a $ for first time june 17 2017. They bounced around a lot but did not break 2.50 till late Sept 2020. Then price took off. if you think this was earned look a Revenue and profits and show me what drove the SP increase. in fact in 2020 they had a loss and in 2021 only a profit of 157M

iN the SAR CC aL will make a big deal how profits and revenue will be about or slightly up from SAR 2021. However most investors will be judging the SAR on 1/2 of H2 2022 and that will be way down maybe even 50 %.

i do not use Lynas to knock them. in fact I have avoided this in past. Just whenever I use DOT COM or banks. Everyone says Lynas is different. In fact they behaved exactly like any other stock in a hot sector. As well as all the supporters in that they Keep wanting to point to some time in the imaginary future that may or may not happen and ignore what is happening in the next 6 to 12 months.

YES and most Green Stocks are down much more than indexes. Mainly because A year go they had much higher multiples than stocks in indexes. Lynas is down way more than ASX 200 Lynas Jan 3 $11.03 to day $7.33 = 34% ASX 200 $7590 to day $6462 = 15%

JMO but in every recession I have seen the hot sector always falls more. These same stocks rise much slower for first couple of years when it is over. that is why I keep saying I want to buy 10 to 20 % of bottom when Recover for the stock I am buying looks good. I am not that smart just have read it in many investment books and have seen it be true many times.