Chemist1959 I concur with most of what you have said.
I would add that the world’s biggest car company has basically just confirmed that neodymium based magnets are here to stay. Despite their best research they have not been able to design out neodymium.
This is insanely positive for Lynas as the revenue base almost completely dependent on Ndpr.
Even assuming a worst case (e.g 20% reduction in motors and 50% in other applications) by the mid 2020’s, there will still be forecast shortage.
Lynas is best placed to respond by lifting ROW supply and keeping prices at a sustainable level (e.g Lamp 2).
Any short term weakness in the share price as a result of this announcement is a buying opportunity in my opinion.
Chemist1959 I concur with most of what you have said. I would...
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