yes, alternatives will be found (and are being found).
your point ? SELL, SELL, SELL !!!! ?
No thanks... I'll hold or buy ...
NC said it well when he spoke this afternoon... pretty much what I tried to explain to you twice in the last few days.
Much of the drive for alternatives to REE's is driven by supply issues which cause price spikes and uncertainty from the OEM's.
If supply can reach a level where these are solved, the desperation to fund alternatives evaporates.
Every new technology has this kind of problem as supply ramps up slower than demand grows... hopefully Lynas, Molly and Chinese suppliers can help with this.
My two and only concerns these days are TOL issuance and proof of safe operation... once these are ticked off, I will stop reading the LYC HC thread and await the company reports instead.
LYC Price at posting:
80.5¢ Sentiment: Hold Disclosure: Held
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