ETM 2.13% 2.4¢ energy transition minerals ltd

something to read, page-28

  1. nro
    9,948 Posts.
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    GGG has a far bigger and higher grade resource than what Lynas ever started with.
    It will logically follow the exact same path as Lynas and end up a bigger, more profitable, and longer lived with clear, superior and more knowledgeable Chinese investment looking to distress Lynas's operation further.

    LYC is in very hot water facing off with China with a LAMP facility while also having them as a 40% offtake client. Business all keen to go elsewhere.

    This isnt a dream or fluff. This is analyst, and in fact, everyone’s logical expectation for GGGs future. Read the report a top this thread that clearly states this exact logical AMP intent. Don’t pretend it’s not going to happen and avoid the discussion because it's clear to everyone else it will in time.

    Just you worry about the loss of that LAMP facility in Malaysia and LYC SP plummeting or broker "over valued" share price reports while GGG, with even more profitable concentrate export IRR shifts into gear to assume Lynas's market LAMP share as well.

    Ive knocked all your questions on the head. You haven’t replied to any of mine because you clearly can’t argue with the markets logic. Instead you did exactly as stated and seen prior with a "It’s all rubbish you know nothing!" rant. Which is the modern day translation of an over challenged escapee shuffling out the door. That really leaves you talking from now on with your pants down waving fluffy conspiracy theories. So how now can I or anyone really take you seriously anymore.
    Last edited by nro: 30/07/18
 
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