I think you will find they are upset about price movement over...

I do not think REE prices are going up. Let me define UP in broad terms and specific term
Broad terms.
they have to go up enough for Lynas stock to be AUD 7.00 with a PE of 30. in a 12 to 18 months.
Detailed NdPrO at over 750 RMB WV in 12 - 18 months.

Today 2 may 2024 REE prices went up more than they have since April. So I guess I could say they are going up but compared to what is needed they hardly moved. If you are going to use broad based terms you realy need to define them.

JMO I said several months ago I think prices are at a bottom I doubt they will go up much for the next 3 - 6 months. it is important to rember there is a 6 ~ 9 month delay between Spot price change and Lynas revenue changing in a Q report.

I think you will find they are upset about price movement over last 2 years. Are worried more about defending their buy or hold decisions than making money. If they look at this chart I cannot see how any experienced investor would not see the overwhelming odds are for stock to go down further. JMO The overwhelming odds it will be under AUD 5.00 by early September. Just think Analisis see a 66% drop in earnings YOY. Weehawken published a Wall ST journal article and their analysis showed even a bigger drop,
important I have not look at Yahoo analysis report in a while. I decided I should. Their are now 15 analysis reporting.
Revenue has gone from AUD 764 to $510M -33%
Average EPS have dropped from 0.13 to 0.08 -38% at a SP of AUD 6.00 this is a TMM PE of 75.00