Agreed - Lynas ticks so many boxes acting as both exposure to technology without having to 'pick winners' on tech companies, and also hedge against tensions with China. The clear intent of major western governments to work with Lynas shows a lot of medium term opportunity to accelerate growth, plus the expanding relationship with the US makes a NASDAQ listing and the exposure that comes with it more likely.
It's my biggest non-index exposure as I see it as having so many opportunities for upside.
LYC Price at posting:
$7.11 Sentiment: Buy Disclosure: Held
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