a lot of pluses out there.600ML one last Question for the last 2 years every single estimate except one I have made on Revenue and earnings has been high. One Q revenue forecast was low by about 6%. If I am so biased against Lynas why do I think they will do better than they do. JUST FYI take a look at my REE Estimates When I do my Revenue and Earnings forecast I use the midpoints between my high and low estimate. So even here I think things will be better than they turn out to be.
Where are your estimates? I guess you do not know how to do one just create nice art work.. I see you do not hold and are afraid to post your opinion on what stock will do.
"a lot of pluses out there. Happy New Year all." Could you please just give a few with good detail on how they will help and When. For `example I know you think Robots will help a lot. So say something like. I expect them to sell X robots in 2027. Each robot will use Y KG of Perm magnets. There primary use will be in the home, commercial, or factory. That should add Z RMB WV to NdPrO price. To not include any details is just more hot air.
You have many factors working against you. One of the biggest against you and any US investor is the ex rate. as recently as Sept 30 it was 0. 69 to one Today it is 0.62 to one and only needs to fall 0.004 to e be 0.61. That is 10 % in 3 months. a big hit and why every international investor has to be aware of Forex changes. Next the whole REE market is starting lose its enthusiasm. Look at REMC which was over 120 in 2022 and is now Just under USD $40
The entire WW markets may be showing weakness after many years of gains The S&P 500 is up 40+ % in just two years. Every thing I read says growth this year but much slower. These articles are written by people that have a lot to lose if they say negative growth. We will see. Remember Lynas has a PE of 74 the ASX 200 is about 30 the S&P 500 is 22. The ASX will always be higher because they pay an average of over a 4% dividend. The S&P of about 2.3 to 2,5%. Dividends subtract from earnings and add to SP. So higher dividend rates the higher the PE Lynas does not pay a dividend. So you can hope all you want for better things for Lynas in 2025 but if you understood market dynamics you might see that the is little to support your hope. Your Xmas rally is still positive we will know in a week if it will stay that way till the end.
So best of luck
LYC Price at posting:
$6.43 Sentiment: Sell Disclosure: Not Held
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