LYC 2.68% $6.51 lynas rare earths limited

the elephant in the room, page-14

  1. 19,583 Posts.
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    Given the cyclical nature of a bull market, i.e. the order the money sitting on the sidelines comes back into the market, the best of Lynas's run is still some time off is. Financials are generally first as were now seeing, then higher yielding blue chip industrials, once the higher yields are knocked off the fresh money will chase growth stocks (and at some point become self fulfilling) all the way on down the line to the spec miners. Generally the sign the market is getting toppy.

    As Lynas derisks over the next 12 months or so, and starts to look more like an industrial company, with growing positive cash flow, it's going to run head first into this new supply as it rotates thru the sectors.

    Undoubtably we'll get some higher prices on improving news sooner or later but IMO Lynas's main run is 12 months or so away.

    Banging on about this Ann, abusing NC, "shorters" or any other childish tantrum isn't going to change a thing.
 
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