Sock drawer conflagration, page-5

The business and technology case for Hydrogen fueled vehicles is thin and getting thinner. The cost of BEVs is coming down rapidly even as their range increases and charging infrastructure continues to expand. It’s much easier to install car chargers since electricity is basically everywhere. BEVs are selling well worldwide. Not so much HFCEVs.

The run-up of Nikola stock is impressive but hardly justified since they haven’t sold a single vehicle yet. Looks like a hype bubble to me.

I wouldn’t count out a stupendous run for Lynas stock price. Like a midwestern sky turning dark and green before a storm, all the pieces are in place for a squeeze in the REE space.
Serious China vs the world economic and strategic tensions, governments stepping up with legislation and cash to secure strategic minerals, and Lynas in perfect position as the best ready alternative.

Lynas is profitable despite achingly low REE prices. Any significant boost to REE prices due to demand/supply imbalance or international tensions will have an exponentially greater boost to Lynas profits and the stock price. But it’s anyone’s guess when or if that will come to pass.

good luck to holders!