LYC 0.00% $6.40 lynas rare earths limited

NdPR price, page-835

  1. 6,245 Posts.
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    They make the laws or change legislation such is their infiltration and capacity.

    Anyway off topic here and Lynas has endured countless dips and negative doomsday commentary by the "experts" over the years (although the GS BS was not specifically related to REO'S) and this dip will pass as all others have simply because of top shelf management - growth strategy that can not keep up with demand which in turn sees the demand that keeps product pricing very high and very profitable - not to mention there are no other supply options currently or near term which of course supports earlier points for a very long time ahead. Recently Amanda commented on being unable to keep up with demand and expressed her frustration on Govt slowness in supporting growth (pretty sure she was referencing US project) - She then went on to say the company will do as they do and grow internally and stated an announcement due in 6 months of such further growth plans.
    Chinese Govt even intervened tried to reduce REO pricing with very minimal effect and now they reopen post lengthy lock down manufacturing will increase hugely - Chinese govt will throw kitchen sink at rebound - demand for everything will return and the commodities required will benefit greatly - bottle necks will clear and distribution everywhere.
    And of course European warp speed ambitions to green energy which was already at pace but now will be off the scales.

    Very fortunate to be positioned to buy on the dip. Going back to my HC slumber and watch on with a smile even though the fear and greed index is dark red currently. Inflation will abate in quiet some time - along with Russia /Ukraine - oil prices then a market surge however until then markets and players will be - are very fragile.
 
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