LYC 1.30% $7.61 lynas rare earths limited

Warren Buffett will never invest in Lynas. Why? 1. Company...

  1. 814 Posts.
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    Warren Buffett will never invest in Lynas. Why?

    1. Company doesnt not trade under intrinsec value unless contracts are well above market prices in a long term agreement
    2. Company is not a monopoly
    3. Management is not inmaculate (Crown deposit affair)
    4. Company is in a cyclical sector (commodities) and has not shown yet constsnt and increasing profits over the time.
    5. ...

    We could give seversl reasons.

    And YES it is a pity this is not a company Warren Buffett would invest. A real pity.

    I assume the best is let fall price under 0.20 $ are reasess to jump again in it. Wait and see. We all will probably see Lynas under 0.15 $.

    Its s matter of time.
 
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