How rare is this mining and refining?, how many are actually doing it? how many that are not China?
The intellectual property is owned and proven by how many? It is not as making cakes , as it is serious with huge environmental concerns. Those environmental fundaments have close operations as Mountain Pass to bankruptcy and may well do to the same or others. Lynas is proven ability and with that intellectual and environmental credentials is one maybe only one that is expanding in an expanding sector that is demanding.
The demanding, expanding sector is in a global demand in multiple add on sectors, that have national security priority demands, such as defense and economic interests. Lynas is partnering with the USA defense interests in one of refining further in Texas, USA.
The consumer retail demand is also rare as a new dimension has bourn where chemical energy from fossil fuels is diverging into electrical energy as seen with electric vehicles and further with wind kinetics using potential energy. The Europeans leading is normal in fads and following is USA and Australia thereafter. What is unusual is China also leading with the electric vehicles, production and rare earth monopoly.
The Yanks are coming and expected to come with built up gusto. A lag time is maybe two years although big increments are expected up with catching UP and expecting leading with "infrastructure".
I have been following BLNK an USA stock into elect stations thousands of, with hmm blackrockers the biggest holder, but they have lost for whatever reason h hmm maybe fiddling? But I would of thought as with the soon infrastructure they would have been appreciated? That is maybe as USA is so far behind in $ compared to UK/Europe/China that even the light DOWn the end of the tunnel is $till dull. It will happen as production line assoc. with ford is history making as is their mustang as with GM as seen not only starting with the amazing Hummer. Electric cars are gearing UP in the million numbers and are supported in grants, & incentives from green bias governments and states.
Lynas is in a rare or unique sector , a sector with others more waning from environmental challenged, a sector with Lynas not threatened by competitors, a sector where Lynas is independent from the no sovereign risk of the PIT to the deepest of pockets in demand from the USA defense and government, a sector with explosive demand and with the evolutional light getting exponentially brighter DOWn the tunnel.
Can you afford not to be invested with others being rewarded by Lynas'$ continuing rare in growth...
LYC Price at posting:
$6.26 Sentiment: Buy Disclosure: Held
