I do believe you may be missing a valuable piece of this puzzle. The has no choice but to be restricted to a few applications, as you know these projects are ten years in the making.
This is no longer about price, but price elasticity. It’s only $50 of magnet to go into a car. So, it’s not a far stretch to suggest to get them in the car yards they pay a premium. This is where LYC have huge upside. Not huge, massive in the next 6-12 months. Wait until these models all hit the fund managers…
It is a genuine mandate form the EU to move away from there 100% China import. Ex-China must be 35%, and whilst you are saying you are looking 6-12 months, you must have missed the last months notices.
-25% tariff, means 25% price above spot price from 2026. With that in mind, where is the supply? The supply is in LYC, and as you clearly emphasis to many readers in many of you posts. Economic lessons in the early days suggest a massive price hike… as you noted Amanda receives a premium, now with the west lining up, what’s the premium?
It’s now been modeled, and supply gap, is 70%. The modeling was done with the 80% of the global car manufacturers.
To suggest this is a government handout, is rather dismissive. LYC, has been decades in the making and positioned for this moment. Remember this is world wide movement for supply diversity, and it’s never going away. Covid taught you/us that.
Downramping this company is going to be a horrible job going forward. If you’re looking forward.
Also, we can reach out to @suitsurfer if you have questions about the model that shows the upside for LYC. It’s genuinely clear.
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