Let me be very clear I want to buy Lynas. I only have two criteria. they have to show they can increase production. this has to show in Q production rates and news. REE prices have to show a better than 50% chance they are headed above 750 RMB. Again news has to show this as well as some nice price movements. How other companies do is just not relevant to a buy decision on Lynas.
News has to be evaluated. Leaders of countries saying things means nothing. As we have seen COP has a history of being powerless, and will be next time as well. Do I know what these will look like? No i do not. I will recognize them when they happen. I will not force a square peg in a round hole but it is easy to see a round peg fit in a round hole.
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Let me be very clear I want to buy Lynas. I only have two...
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