LYC

0.78%

$7.76 lynas rare earths limited

Time to sell?..., page-4

First 4 Last

Share
Profile

Follow
rowan

110 Posts.

31

09/06/21

15:40

Post #: 53745371
Share

Originally posted by toly: ↑

Once again I have been asked by some fellow shareholders if is time to take a profit on Lynas. Notably some regulars on the HC board are divesting just a bit but you have to remember some up took up our position back in 2015 @ $.038 (adjusted $.38) so it might be a good time to enjoy the fruits of their labor…

As I recall Amanda sold a few shares recently possibly to purchase a new house or another investment opportunity, whatever the reason it is expected that at some point long term shareholders take a bit of profit. That said and just for the record, I have not sold any shares since my initial position and I have no plans to sell in the near future…

Today, I watched the US weather on one of the national stations and it showed that much of the New England area (US) is experiencing record temperatures. Also the city of Miami is proposing a 20 mile wall through the middle of the city to mitigate storm surge resulting from hurricanes...

I don’t mean to bore those from Oz but you can easily change the name of the US New England area to New South Wales and the name Miami to Cairns. Bottom line is that it is getting hot and the weather is becoming as unpredictable as the Lynas share price…

As a result there is a growing call from industry to adapt our society to electric on many levels and soon the world will be crying for the technology and the building blocks needed to execute these changes. IMO the attention paid to climate change is going to accelerate very quickly, even exponentially as time goes on…

That change is already begun on a subliminal level for Lynas as rare earths are rapidly becoming a catch word. That said, the short term share price really doesn’t mean so much to me, rather it is how the internal dynamics (the board, management, and the mission) are executing the current business plan and how that relates to potential future earnings…

I can hear the groaning from somewhere but one must remember that the level of the knowledge shared by most of the regular posters and lurkers on Lynas is virtually unheard of with other companies. At any given time there are many of us constantly scanning the internet for new and current information on Lynas and for the most part that info is quickly posted here on HC. In my opinion this allows HC readers to be one up on the trading public…

Our resident Dr. Looi provides scientific information and the analysis of that information well before the public can digest yesterday’s news. Then we have the valuable data and analysis provided by mikja who obviously understands both the internals and potential promising future ahead for Lynas. It is much appreciated that these investors and many other investors are willing to share their DD online...

Think about recently when the share dipped because of operational uncertainty at the LAMP. We were reassured in real time (by the good doctor) that life was just ducky and the bags of Nd were still going out the door without interruption. Sure I knew that the sky was not falling but being reassured by a scientist with boots on the ground puts us way ahead of the general investing public...

At the end of the day it might be prudent to take a bit of profit however Lynas remains a large part of my portfolio. I feel very comfortable with Lynas as both a long term investment and as a US investor, and it is a great hedge against the US dollar…

Lynas will be the dominant company in the rare earth arena and will continue to define the rules of the game maybe without the recognition. Soon the analysts’ will wake up to the actual performance and potential of Lynas and give the average investor the go ahead to take a position. As this happens I think many of us will well rewarded for our shared DD and quite content with our patience… JMHO…

Expand

Toly. I think your last paragraph answered your question.

LYC Price at posting: $5.48 Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

Reply

Top Stories

STK

5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

NAM

ACCC seeks Olam divestments before it can buy Namoi Cotton

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

The market's shrugged at China's stimulus measures all year. Why is this one different?

ESR

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

Week 39 Wrap: What HotCopper’s watching; China’s new stimmy moves boost metals; Oz CPI drop

The winners & losers on market if negative gearing were gone

DEG

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

KAL

KalGold rolls out detailed aeromagnetic survey across Pinjin project

There are more pages in this discussion • 3 more messages in this thread...

First 4 Last

Add LYC (ASX) to my watchlist

(20min delay)
Last $7.76		Change 0.060(0.78%)		Mkt cap ! $7.253B

Open	High	Low	Value	Volume
$7.72	$7.90	$7.70	$22.34M	2.868M

Buyers (Bids)

No.	Vol.	Price($)
1	4481	$7.76

Sellers (Offers)

Price($)	Vol.	No.
$7.78	14225	2

View Market Depth

No.	Vol.	Price($)
1	285	7.750
1	27	7.690
1	401	7.650
1	3000	7.610
1	131	7.600

Price($)	Vol.	No.
7.800	10000	1
7.820	2833	2
7.850	25000	1
7.860	190	1
7.890	1650	3

Last trade - 16.10pm 27/09/2024 (20 minute delay)

LYC (ASX) Chart

Time to sell?..., page-4

5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

ACCC seeks Olam divestments before it can buy Namoi Cotton

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

The market's shrugged at China's stimulus measures all year. Why is this one different?

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

Week 39 Wrap: What HotCopper’s watching; China’s new stimmy moves boost metals; Oz CPI drop

The winners & losers on market if negative gearing were gone

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

KalGold rolls out detailed aeromagnetic survey across Pinjin project

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Time to sell?..., page-4

Top Stories

5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

ACCC seeks Olam divestments before it can buy Namoi Cotton

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

The market's shrugged at China's stimulus measures all year. Why is this one different?

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

Week 39 Wrap: What HotCopper’s watching; China’s new stimmy moves boost metals; Oz CPI drop

The winners & losers on market if negative gearing were gone

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

KalGold rolls out detailed aeromagnetic survey across Pinjin project

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News