Hi rr
with respect to the other companies you mentioned, which of these produces NdPr? No one.. we are at the frontline to be affected by the spot price, be it up or down (again, right or wrong - I've shown we have a pricing model that isn't affected by day-to-day movements).
As a LT holder, these movements matter little to me. Of course, always nice to see things go up, but ultimately, if my target is reached within 3 years then I don't care if sp is $5 $7 $9 $11 today.. What I do know is that I could not pick bottoms or tops (nor can anyone else here), and with a 45% capital gains tax on trading, I just prefer to hold and have good nights of sleep.
(on a side note, we have also clearly been under siege by state st facilitated shorting of late..)
edit to respond to your latest post: Chinese car manufacturers (NEV) will replicate what Japan did 80s and onward. In contrast, Japanese car industry is doomed. Toyota will go bankrupt within this decade..
Hi rrwith respect to the other companies you mentioned, which of...
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