Two articles, one featuring a picture by the "Green Left", the other by AFR (an institution which is as much a market maker as any large financial institution) - says it all really.
Both can be easily picked apart and discredited. I will do so on Monday, but safe to say, both articles don't hold much weight and if a case study were to be selected, it definitely wouldn't be Lynas.
The USA's reaction to the virus has been irresponsible, emotional, and lacking any depth of understanding of how supply chains and market dynamics work, so I don't think either article (especially AFR) hold much weight.
Lynas is a superb buy at the moment.
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