LYC 0.87% $8.09 lynas rare earths limited

Interesting, page-127

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    All great in theory except for one problem: the Chinese economy is tanking into oblivion.

    With that comes civil unrest, possible mass starvation and possibly unseating of Xi. He has everyone under surveillance and routinely conducts cleansing of possible traitors, but even the best surveillance systems and oppression won't hold back the tide of the anger. it's massive.

    There is an exodus of moneyed elite out of China. This is a mess and only Putin is more desperate than Xi. What they say sounds great for them but nobody knows how this will unfold.

    LYC seems like a bet each way on this which is how I imagine Gina has played it.

    It's a bit expensive for me right now but watching.
 
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