Let's think about this

The markets are crashing due to perceived risk... is Lynas as much at risk as other companies?
I don't think so, in my opinion Lynas will be amongst the first to receive support from at least 3 governments ( Australia, Japan, US).
Don't be surprised if the coming quarterly has significant free cash.
Of course revenue in the longer term may diminish a bit due to demand, but enough to justify a sp close to a third of UBS valuation?
That's why I am maxed out and long on Lynas, for me this has been an opportunity to accumulate. The sp over the next 12 months means nothing to me as I won't be selling till this is all history.