I am expecting Lynas and LYC to outperform.Things I really like...

I am expecting Lynas and LYC to outperform.

Things I really like right now:
-The apparent resolution of the MAL political situation including and perhaps driven by a desire on MALs part to develop and handoff domestic IAC incl HREE concentrate. To find a new alliance at this stage is an extraordinary accomplishment imo.
-The flawless execution of a monumental shift in Lynas's operations that resulted in KAL ops being built and commissioned and also involving new chemistry; it is a fine testament to the eliteness of Amanda and her team.
-The successful start of separation of Dy and Tb is a game-changer for the ex-China magnetmakers that Lynas depends on. Understanding the criticality of providing DyTb and making the choice to move on from LynasUS to MAL LAMP to do so was bold and brilliant; and again flawlessly executed.
-As I recall, investors were told at least once if just once that the operations at KAL were designed to be doubled on site and possibly to do things not currently being done (I think this could refer to thorium removal, but an unsupported guess) as they ramp up.
-Mining at Mt Weld is now full time and they are exposing more of the deposit. They have drilled into and found that they have a massive amount of ore beneath them. They have growth on their minds and everything they do has a plan for more.
-The geopolitical situation including Trump effects favors Lynas in negotiations and generates great interest from the supply chain security standpoint.

On the other hand they exceeded budget and were unable to raise production. I actually find it amazing they were able to keep production as high as they did given the massive challenges for both management and operations. I strongly suspect that they have purchased and installed top shelf equipment; they learned the hard way as they practically had to rebuild everything that Nick had built to do it right, and they did. They have done wonders keeping it together to this point. I have no issue with Amanda for exceeding budgets for such a complex multi-site redevelopment effort nevermind with COVID and inflation on everyone else's mind.

Here is the 10-yr chart for LYC; looks good to me.



GLTASH