Tesla has zero demand problems, specially considering macro...

Tesla has zero demand problems, specially considering macro environment. Tesla sold 420,000 vehicles in Q2 yes it was a new record but only by 3.7% Q to Q. This was in spite of some pretty drastic price cuts. Cars left unsold went up. How can you say ZERO demand problems?


China is still in a slump while the rest of the world is getting back on its feet. World on its feet? All i read is that US economy is in trouble and EU is worse could you post some links showing why this is true? I will agree the threat of a deep recession is over. But we appear to be headed for stag-inflation. You are in Japan talk to a few people what it has been like having stagflation for over 25 years.

In the meanwhile, LYC is still making profits Yes they are look at SAR revenue was up 55M and earnings down 7M (I know you like EBITDA Lynas for first time, in a long time, did not publish it in SAR Calculate it is down more than profits) Review the Q&A section of SAR CC Analyst ask questions about this. it is not a onetime occurrence.


will increase production volume the coming 6-12 months, How will they increase Texas is not built so everything from KAL still is bottled necked at Lamp. Lamp will finally, after 5 years, hit next rates but is that small increase nearly enough to compensate for A 50 % drop in REE prices?

Also, speaking of ammo - we still sit on a huge cash pile, despite having already spent most of what we need on Kal.. yes 1 B sounds great but it would have gone down in Q3 if not for Jare buying stock. You conveniently forget the Texas project which will receive US aid but JMO Lynas will spend over 500 M after US help. Revenue will be down and you will be surprised how fast 1 B can evaporate. AL & board knows this and that why they are already diluting stock holders to raise cash.

I doubt anyone here can accurately predict where sp will be next week or month. I agree with you. But with declining Revenue we already know how much Q1 will be down Even if NdPrO goes up 100 ~ 200 RMB quickly Q2 and SAR will be allot less YOY and less than 1/2 of 2023 AR. So though I cannot predict future SP I am very confident it will be Less than $6.00 after SAR '24. Lets watch

The PE right now is 11.77 which is OK for todays market But after AR that will be over 20. It will not go as high as 20 because SP will drop to compensate for lower earnings.

Do you realy means to tell people to BUY right now a drop of AU$ 1.00 is a 14% in 7 months, is that good advice? Then again you have been saying buy since the stock was over $11.00 in May of 2022, - 41%, so nothing new.