Easy one: I still think it's a buy. Risk and reward are both increasing, but the ratio remains favorable and the stock undervalued.
Price of REEs are on a very nice trajectory. EV drive and wind power are both constantly surprising to the upside and I expect that to continue for a large number of reasons. Supply chains are maturing rapidly and globally, from Tesla's gigafactory to Oersted's offshore wind. Synchronized global growth provides another tailwind, one which will increase demand for every product Lynas offers and every product their products enable.
I'm not bipolar, I'm just trying to de-Gauss the risks, if you get my flux.
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