Many on this board seem to think that Texas is alive and well. I don' and the AR CC is the main reason. I would like the documented reasons that people think I am wrong not just personal opinions.
9: 47 into CC "We are disclosing that there is significant uncertainty that the Seadrift plant will proceed." This goes on to explain what they may do JMO the Trump administration is refusing more support for Seadrift because Lynas is not a US company. This is aligned with what they say where US support should go. Not aligned with what Trump says about REE. You decide which is more important to Trump.
20"04 "increasing uncertainty over completion of the plant in Texas"
Why do people on this board think Texas will be complected. AL does not.
Ther is more about Seadrift in Q&A but the above says most of it. I would sugest people read the transcript and not rely on memories. I certainly do not rely on mine.
Look forward to things I missed that mean Seadrift is still a go.
LYC Price at posting:
$14.35 Sentiment: Sell Disclosure: Not Held
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