LYC 0.00% $6.40 lynas rare earths limited

EV news, page-1735

  1. 6,199 Posts.
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    This idea to play the commodity by investing in the downstream is ONLY an idea because the revolution is on. Typically one would not want to invest in the downstream whilst the COGS is on the upswing!

    Thus this Goldman rec speaks directly to the power and inexorability of the Not-So-Mild Real EV Revolution. Endless fun.
 
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