General Chat / Discussion, page-5881

As the saying goes....Buy when others are fearful and sell when they're Greedy...and forums like this are the best indicators of when there's fear (or greed).

IXR has followed the movements of NdPr prices to a tee, if you look at the REE price chart since 2020 and then the IXR chart, the rises and dips are essentially identicle and the near 10c high for IXR came when REE prices made their highs too, but soon came crashing down after along thie lithium prices as demand through 2022 from EVs subsided (at least the narrative of demand dropping).

It's a very simple thing, I don't quite understand how others don't just simply look at what's going on in broader markets, REE prices, EVs, etc.

I think the delays in some of the project are becoming a blessing in disguise because had all those project milestones hit last year, REE prices were still falling and those achievements would have not seen true value come to fruition, may have stopped the price falling to the low 2s but not too much.

REE prices rising now along with Lithium, it's setting up a perfect combination with the news flow to come to really see full value for IXR achieved.

We want REE prices to be higher before any of those big news outcomes drop otherwise it will be little spikes up and then fall back down but REE prices are continuing to rise and this should keep going especially as it lines up with Adamas Intelligence analysis that second half of 2023 onwards will see demand increase with supply dropping.

That little note from Adamas of 7 Lynas mines needed to just supply China alone hasn't gone away but people forget and move to the next shiny bit of news.