LYC vs MP, page-27

First other than calls for a very short period ( 2 ~ 4 weeks) 4 times a year how do I support MP?

Funny not one word arguing about what i say. Not one word explaining how there is any relation between MCP and MP Just lots of mindless insults. shows just how capable you are about doing thoughtful analyst.

As far as mountain of debt NC made a big mountain as well in fact higher. JARE got fed up with it and only would continue if NC was dumped. Luckily AL was on the board and took over. Only difference between Lynas and MCP is was the difference between JARE and Oak Tree which I assume you knew was MCP principle investor. Now we can sit back and watch who is the best investor for US operations GM or USG. considering that USG has now delayed Lynas moving into fully separated REO by about 3.5 years and GM has accelerated MP moving into Metals and Magnets. I think we only have to wait a year or two to know for sure.

You do very well looking back a decade but that has interfered with you seeing present or future.

Yes I agree that MCP cost stock holders billions. But Lynas has still not earned enough to pay back even 70% of what NC accumulated which says a lot. Current stock holders in MP are fare better off because BK erased all the surplus shares and alll the debt. simple fact which has a bettter chance to Add to SH value

Here is a little chart to help you get started doing some real analysis. My biggest concern is PE for MP what is yours for Lynas or maybe you cannot see any negatives. This is biggest sign of a blind investor. Mine on Lynas is Untill AR and SAR come out most of numbers for Lynas are very inflated based on SAR and Q3&4

Simply i think Lynas is a better long term 3 to 5 years than MP Mt weld is far better than Mountain pass. I want to wake up a few Lynas investors so they sell and we can all buy again when picture is better. Look at DOT COM and banking when investors lose a lot they seldom get back in slowing growth when things turn.

Do you have any data to support your thinking Lynas is a solid hold right now. I have data that says it is a sell Look at SAR. Q 3 and Q4 and to days REE Prices. Looks pretty bleak for next 6 ~ 18 months. Revenue down. Earnings down . Why would this stock go up? here is a chart of revenue Now Q1
Will be very important. JMO all companies work hard to end up year on positive note. I expect REE volume will be less in Q1 than Q4. Because of book to bill delay I believe Q1 will be the first Q in a while with NdPrO price below 500 RMB with vat for entire booking period. Not much chance for any improvement in Revenue in Q1. JMO Revenue will be down 25% Q4 to Q1.

In post #: 69234377 I predicted earnings of 271 For FY 2023. I forgot to give some wiggle room so lets say 250 ~ 290. so either show why I am all wrong or tell me what you think that will do to SP.

I expect Q2 2023 will be similar to Q1 unless something dramatic happens. After Q1 I will take a guess at SAR numbers.