We all have our level of risk-tolerance and have to assess the risk/reward equation. At these prices I think LYC looks highly favorable.
Given the billions of dollars at stake and the international importance of rare-earth supply, you can virtually GUARANTEE a solution will be found to the recycling/waste storage issue.
Lynas has always been confident of their ability to recycle or commercialize the waste. When that happens (and an announcement of it could be at any time) it will be a very nice time to be a holder.
Remember, the waste is already comparable to background radiation. If you simply add more lime to the waste it's concentration falls BELOW background radiation so in principal it can be disposed of anywhere. Commercializing it would be a bonus.
LYC Price at posting:
$1.22 Sentiment: Buy Disclosure: Held
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