The faster the rise..., page-339

Toly


The Lynas story both present and future from an operational point of view has been great for several years. It is the SP that is a mess. People on this board cannot seem to separate a good Operational company from an over inflated Stock price. I think AL did know what a fair evaluation for the company was when she sold shares for AUD 3,25 raising over AUD 400M, 18 months ago. None of which they have used yet. Take a look at the big losers in US today. They all had PEs over 50 NFLX was 594 on Jan 3 and 397 to day a Fall of 33% and its PE is still 36.00.

Is this the start of the big fall for Lynas? I have no idea. Still think it will be March to June will bet on it before September. So I would not be surprised if we See 11.xx or even 12 by March. Assuming they make 10 ~ 15 Cents H1 That is still a Profit that is only 2.1% of a 11/00 SP yearly. The super high PEs across the market will come down as T Bills go up. The S&P Median is 14.9, today it is 28.5. As interest rates go up which they are doing rapidly the S&P PE will come down by 50% and all stocks will follow. This has been going on for a 100Years.

Here is a 90 year chart of the S&P 500 PE. With all the major recessions on it. Can you explain why you do not see trouble ahead for all high PE stocks including Lynas

https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart

Yes I am well aware of REE prices and even post Charts every Friday on it. But I have done the math and even that will not generate the profits needed if PEs fall. last post was

22/01/22

01:25

Post #: 59055295

Yes there are a lots of IFs that is they all come true will make me very wrong. How often has that happened?