It's a shame more people aren't on HCfollowing this as it's like a tightly wound spring about to BURST.
We've gone from where it seemed likeeverything was against us to the perfect storm supporting us.
We had a Tier 1 resource totally rotting withan incompetent Board until shareholders came together magnificently to spillthe Board and now, a few months later, we have binding funding AND an offtakeagreement AND we'll be in production at the end of next year!
This is on top of a SP which was severely depressedby the lack of ability of the previous Board AND also suppressed bymanipulation with a “Cboe influence”.
Perhaps not surprisingly, Lindian was flyingunder the radar, with few people aware of or following the stock.
People were questioning how a Tier 1 resourcecould only be worth $100m?
This became even more painful when everyother RE stock went up between 50% - 400%!
However, today's ann will prove that its darkest justbefore the dawn (and it’s been a long night for long-suffering Lindianshareholders).
But the headwinds have now changed to a supportinggale and we now have a PERFECT STORM supporting us because:
1. 1) we're the only RE stock that hasn't sprungand is seriously undervalued by any metric (i.e. before the funding ann).
2. 2) we've just announced funding AND offtake(hopefully it is Iluka as they're backed by the Australian Govt in building a$1.8B production plant and need feedstock, so they'd make ideal partners (untilMP take us out).
3. 3) Trump and China have weaponised rareearths and the west is now desperate to build its own supply chain.
4. 4) Further proof of this was the recent annthat the US DOD is investing in MP and underwriting a floor price of US$110/kg(i.e. double the current price).
5. 5) MP has more than tripled its SP and nowwith US Govt. support has license to acquire appropriate assets overseas (likeus).
6. 6) I believe that we have both the biggest andcleanest (i.e. non-radioactive) resource in the world. Don't forget that Kangankundehas been drilled down to 1000m and is still strongly mineralised. This gives ushundreds of years of mine life and the deposit could well go down a lot further…(if the world lasts that long)!
7. 7) This is very significant as it gives theWest long-term continuity of supply.
8. 8) Finally, (for now), TheAustralian newspaper today has run a story: 'Canberra flags rare earthsprice floor to counter China'
If this isn't all the planets coming into alignmentfor us, then what is?
I strongly suggest that you take 10 minutes to readthe 2 posts on 14/7/25 where AI did an analysis of Lindian. As succinctly aspossible, it pulled together and summarised a huge amount of relevantinvestment information.
We also asked it to do some SP forecasting based on comparing other mining companies’ existing SP journey along the various Lassonde Curve milestones. As you'll see, $1+ is soon in reach particularly if our new management can also monetise our 1 Billion tons of Bauxite.
Sorry but I'm not going to repost it due to thevagaries of the HC website (which is why I had to split it into 2 parts in thefirst place).
Can't wait to see the details of the funding andofftake and, in particular, am looking forward to instos coming on board asLindian has been derisked and about to fly!
Go you good thing...
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Last
12.5¢ |
Change
-0.005(3.85%) |
Mkt cap ! $147.9M |
Open | High | Low | Value | Volume |
13.0¢ | 13.5¢ | 12.5¢ | $1.068M | 8.405M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 405902 | 12.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
13.0¢ | 418472 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 100000 | 0.125 |
15 | 1845939 | 0.120 |
11 | 1268966 | 0.115 |
16 | 1559200 | 0.110 |
4 | 267714 | 0.105 |
Price($) | Vol. | No. |
---|---|---|
0.130 | 398000 | 3 |
0.135 | 715043 | 8 |
0.140 | 1058006 | 10 |
0.145 | 1503180 | 17 |
0.150 | 720462 | 7 |
Last trade - 16.10pm 08/08/2025 (20 minute delay) ? |
LIN (ASX) Chart |