All that you say is true and positive. How does that relate to the SP. If the stock is still overpriced by current metrics and as lower REE price move through the sytem it will be more so it means stock price goes down. Read a little Magnet demand is down and if we hit a recession it will go down more. What you say is true and as recession ends it will propel REE prices back up but next 12 to 18 months will be pretty bleak
NdPr was $120 USD NV for all of Q4 read page 1 of Lynas Q4 report. it is $87 to day USD NV. What is that going to do to revenue and earnings as it moves through the system. note there is about a 120 day delay from REE price changes till its impact on Revenue and profits. AL has told us this multiple times and it is easy to see if you project Q returns on NdPr price chart.
LYC Price at posting:
$8.27 Sentiment: Sell Disclosure: Not Held
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