Yes, I agree. I believe the whole circus has been great for Lynas. By cutting off supply without notice and introducing the permitting system, China has given foreign magnet makers and magnet consumers a clear demonstration of the very real and present risk of depending on Chinese supply. If these companies thought it was a small risk, perhaps now they see more clearly how Lynas deserves to be paid a risk premium for supply of it's REO.
LYC Price at posting:
$7.47 Sentiment: Hold Disclosure: Held
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