First, LYNAS is a core play as are a couple of Lithium plays. Second, look for downstream ex-China magnet makers. SHECY is one I like. Trade the technicals.
There’s no question: ROW will either get access to and leverage NdPr-DyTb and magnet skills just as the Chinese have or they will suffer immeasurably and the world will change.
LYNAS is central to the effort to recover long-lost manufacturing balance. Full suite REE competency into downstream. Is the now and the future of economic power.
The ROW needs four more LYNAS’s at least, because China has every intention of consuming all the REE magnets it produces.
LYC Price at posting:
$7.77 Sentiment: Buy Disclosure: Held
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