What an adorable nincompoop you’ve announced yourself to be with that post.
Lynas survived an epic crash in REE prices that wiped away weaker players. Their “competition” mostly exists in power point presentations of ore bodies that will likely never be developed.
Lynas has wrested significant global NdPr market share despite overbearing political meddling at home and abroad.
Its actually remarkable that this company is doing so well considering the absurd regulatory battles that have beset the company for a decade! Lynas shareholders roundly credit CEO Amanda Lacaze for navigating these difficult times with great skill and infinite patience.
I’m quite confident that Lynas is perfectly positioned to thrive and grow over the coming years. Ham-handed posturing and market manipulation by China will backfire as the demand for REE continues to grow over the next decade. Expect western governments and the global marketplace to pivot to more dependable supply sources, with Lynas as the first best alternative.
What an adorable nincompoop you’ve announced yourself to be with...
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