hey slingz, Can you provide a bit more detail on these statements from your post: (1) Lynas has a business to run, not geopolitics (albeit it’s beneficial to them). (2) In near term, Lynas will struggle unless Uncle Sam or Gina alike wants to takeover which I believe would likely be the case in the future.
For example, how do you see the current geopolitics as beneficial? It seems to me that it has been a distinctly bad situation with more than a decade of increasingly manipulative predatory pricing cycles and CCP control not to mention using Californian's Mt Pass to flood Lynas's market.
Second, why should Lynas struggle under Amanda? Or why they need Gina? Or Big Sam? How would they help? It seems to most that Amanda has been stellar - in fact everyone in the mining community has been heaping praise on her for years and for apparent good reason - except possibly Nick Curtis, lol. I don't see how Gina or Uncle Sam (how is Uncle Sam going to take over???) can help or would have done anything as well. Trying to understand your thinking, which seems a bit negative and somewhat too cryptic (aka suggestive but meaningless).
TIA
LYC Price at posting:
$7.02 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)