LYC 0.34% $5.93 lynas rare earths limited

tol tomorrow 100%, page-30

  1. 11,742 Posts.
    lightbulb Created with Sketch. 583

    Just another point on my post.

    The TOL issue has been all bad news, but the wider RE price has been all bad news too. Q4-11 $124, Q1-12 $92, Q2-12 $53 are extraordinary numbers and look to be well overdone even for the pack, but we should be looking for a leveling and recovery in both RE prices and RE the connected stocks, Lynas will not get real separation from the pack until it proves sales, then I would suggest it will be spectacular IMO.

    But imagine this was just any old stuff that made money, the numbers show a steep decline in the commodity this will always find a way to be represented in the SP and hence why we have seen so many similar looking charts for the same goods so to speak.


 
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