LYC 0.76% $6.51 lynas rare earths limited

I think the idea of a squandered lead to not be fair. The...

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    I think the idea of a squandered lead to not be fair. The company seems to expand at a pace that fits with their customers this is why the global recession isn't really a concern for me. This business is a custom product to customer spec. Just like their covid and water experience, I think the approach will pay off in the long run.

    Secondly, a bigger western supply base means more up stream western customers. This will stabilise the price and build a market outside China which will be good for long term growth, less up and down on China whims.
 
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