Yes there’s a delay. No one but you will be disappointed. Not a downside risk. You think waiting another couple months for a drop to less than a dollar makes sense? Why didn’t you buy when it was lower? Same reason? Reason not good investment strategy.
You don’t have any to sell now. You sold much lower. Sour grapes. Still anti-BEVer. Why on Earth you here again just to say the same things that made no sense before?
The P/E issues you mention are not relevant to Lynas; mining is the lesser part of their value. They are a special case. Not a downside risk.
Similarly the past performance is irrelevant to present investment. Every time they get a fair chance, they have produced FCF to enable growth. The potential upside faaaar outweighs any downside risk. The support for the stock will increase in strength as bigger players take longer positions.
Current NdPr prices are only going up as supplies will continue to be tight for years. The number of growing high value apps is multiplying which means exponential pressure.
There is no substitute for REEs in most application. Where there is pressure to find substitutes, it is because of the lack of supply security only. There are great EV motors that do not use NdPr in their traction motors, but those vehicles will still use at least as much as a present-day ICE vehicle. And as REEs supply chain ramps up the fact that only 80-90% use REEs will never matter to Linda’s investors.
2% improvement in motor efficiency does not matter to end users? Over the course of a motor’s life, that 2% will cost much more than the REE BOM for the higher efficiency. Amazed you try to minimize or dismiss entirely.
Time and again you’ve made your points and been shown dead wrong. Look out the window. Check your facts. Forget your dot com disaster and Lynas’s SMSL-impacted production and financial performance. Or find a stock forum that makes sense for you.
What’s your current entry price? If you even have one.
- Forums
- ASX - By Stock
- LYC
- Upcoming Quarterly Report
Upcoming Quarterly Report, page-6
-
-
- There are more pages in this discussion • 22 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LYC (ASX) to my watchlist
|
|||||
Last
$6.92 |
Change
-0.140(1.98%) |
Mkt cap ! $6.468B |
Open | High | Low | Value | Volume |
$6.94 | $6.97 | $6.84 | $15.53M | 2.248M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 13835 | $6.90 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.93 | 2500 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 13835 | 6.900 |
3 | 15610 | 6.890 |
5 | 33363 | 6.880 |
4 | 23308 | 6.870 |
3 | 16510 | 6.860 |
Price($) | Vol. | No. |
---|---|---|
6.930 | 2500 | 2 |
6.940 | 4182 | 4 |
6.950 | 19265 | 4 |
6.960 | 11510 | 2 |
6.970 | 43260 | 3 |
Last trade - 16.10pm 02/09/2024 (20 minute delay) ? |
Featured News
LYC (ASX) Chart |