Good time to add: LYNAS would never have pricing power without producing DyTb.
The biggest part of my pro-investment case is about traction motors for ebikes, ebuses, etrucks, EVs, edrones and eturbos. All need DyTb. The other half of the time it’s about wind power and industrial/agricultural but not personal robots, markets that matter. There’s been an unfortunate demand growth shift due to geopolitics: fewer EV mandates and fewer politicians in power demanding the public buy them a Tesla too. Of the only companies that can supply them at reasonable cost are CCP CHINESE, those in power don’t seem to want them quite as much. But the overall investment case of increasing REE demand remains intact so I keep building my position in LYC. I have no doubt the true economic value of REEs will soon be amply remunerated. Not gold, true that, but that’s another story.
LYC Price at posting:
$9.07 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)