Thanks for all your ideas. Per usual no data on when, how, or how much. JMO long time away, Purly speculative and slow ramp if any. But it helps your dreams of a quick turnaround. Based on NdPrO flatting out in month of March and the 4 biggest users of Perm magnets sales slowing. EVs, Wind, Appliances, Tools, It looks real rocky for Lynas in the next 12 to 48 months. A large window I will admit but few know if Trump will start a major recession and that will change many things.
Prices increased dramatically in February and as AL told us in SAR CC this was spurred by rule changes in China. This is very typical of government intervention that makes no change to supply and demand. Usually causes a speculative pop but seldom any lasting change.
Can you give specifics on any thing that you think will happen in next 24 months that will help Lynas's profits to return to 50 % of what they were in 2022 that would be an EPS of AUD 0.30 per share.
Yes i do post opinions on some things after they happen. For several reasons.
- I like to wait to see other posts.
- I need time to think and verify what I think.
- Want to see what impact will be. For example there are lots of people talking about robots and robot taxies. So far no impact. And needs at least a year to see if there will be any.
- I get board and go back to things when board.
In This case it was #3 I knew when i read it it was just another large holder hoping for something magical to boost stock price but in fact it is impossible to do now and many companies chose not to do it because it is expensive and seldom helps stock price much. Look at what happened to MPC when they were delisted off of the NYSE. If Lynas was moved to OTC a couple of years ago when they were eligible, they would have been back on PK sheets in late 2023 or 2024 that would have been a disaster for SP.What is this referring to? Or is it just more rambling? Could you explain what you think it contributes to Lynas discussion?
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lynas rare earths limited
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Last
$9.13 |
Change
-0.150(1.62%) |
Mkt cap ! $8.540B |
Open | High | Low | Value | Volume |
$9.30 | $9.35 | $9.10 | $21.86M | 2.384M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 5751 | $9.09 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$9.15 | 5000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 5751 | 9.090 |
3 | 1140 | 9.080 |
3 | 17107 | 9.070 |
4 | 23078 | 9.050 |
2 | 19578 | 9.030 |
Price($) | Vol. | No. |
---|---|---|
9.150 | 5000 | 1 |
9.160 | 2529 | 2 |
9.170 | 24578 | 2 |
9.180 | 360 | 1 |
9.190 | 19367 | 3 |
Last trade - 16.10pm 23/06/2025 (20 minute delay) ? |
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