I look at profits. The 25% tariffs that trump passed ~6 years...

I look at profits. The 25% tariffs that trump passed ~6 years ago are having little effect, REE prices went up after tariff. The tariffs that were passed to take effect immediately do not effect REE at all. all the tariffs that may effect REE are 18 months away 1/ Jan,/ 2026 are not effecting Lynas at all yet. So try something else to justify your ideas. With this advanced knowledge should not a good management team be able to plan for change? Profits and revenue control stock prices and this says SP will drop substantially in next year. May not happen but in over 60 years of investing I have never seen a stock drop as little as Lynas has with this sort of two year earnings record. It will be worse in AR and 2025 SAR Rember they only made AUS 39M in 2024 SAR. VS 127M on 2023 SAR. I will admit i am clueless why stock did not drop sooner of later prices reflect profit not peoples dreams. I will give you both yearly and Q both of these say Lynas goes a lot lower. This is what Lynas is doing not a bunch of excuses and it clearly shows SP direction is down for next 9 months probably longer. I need more data to know for sure. I will watch Q4 AR, Q1 and NdPrO price chart, should be enough Will keep posting as data is available. Actually with AL's statement of not raising production until REE prices recover maybe all I need is REE price chart,


Just a point the analysis did not change after Q3 CC where AL said she was cutting production because of prices. I did.