Recent content by drlog

Yes, well the market doesn't like it very much...I guess it's the flat NPAT that is the issue? I agree with you though, I think the market is wrong in this case! An enormous order book.

So you think the POL won't be approved? What makes you so certain? I think it will be approved (and there will be a rally). Of course, the decision could be delayed further (which will result in a small price drop). Point is: If Malaysia were to reject LYC at this point, it would be very...

Or not...up 7% at the moment. I didnt think it was "good news" unless someone knows the LAMP will be approved? As in, someone who just handed Lynas lots of money to fund Lynas right now? Hmm, curious. Thoughts anyone?

Wow - I'm so stupid! :D Serves me right for skim reading... Thanks

So they have announced a "temporary operating licence" for the LAMP. I would consider this to be "good news" considering the current market price is around $100 (according to the lynas website). But the share price is down in line with the market...? Oh well - we shall see. Thoughts anyone?

Looking at their latest announcement to expand the mt Weld processing plant - it seems as though they have complete confidence in Malaysia and are looking at growing future operations. Either they are right (and starting LAMP will not be a problem) or they are completely deluded! Thoughts?

SKC, do you have an example of an investment plan with actionable, measurable, quantitative steps? Or perhaps just part of a plan? I think the investment plan would help me (as well as Robusta), I'm just wondering how to construct it? I agree with your constructive criticism of Robusta. He...

Ah-hem. I'll rephrase that for you: I'm suspecting the skaffold thing may be held back until MCE gets a bit of traction, buying MCE a year ago and watching it flail around would put too many people off. :D Another thing...I had reverse engineered the valuation tables in his book and tried to...

I was thinking about that as well - a 10% downgrade in outlook is certainly price sensitive, right? I think this stock will have some pain for a while but the medium to long term prospects are very good. We shall see. I hold.

Skc and Notting, Very interesting debate! I think both of you make excellent points. While Notting's theory sounds plausible and makes sense, I agree that more evidence would be useful. The way I see it, China's initial motives were not to have complete control of rare earths but to have a...

Welcome humblejunior! I think you have made an excellent first purchase. If you are looking at investing then I would hold long (I do hold BHP long). IF you are looking at trading then you may want to take some quick profits if they do rally to 38 in the near future. I value BHP above $50...

Overall I think it is "good news" but not very price sensitive. Once the opperations have been approved, that will be very good news. I guess this is one small step toward a final product.

As far as I can tell, you are aiming to be a value investor? Benjamin Graham said (paraphrasing) that you should keep between 25 and 75% cash. That is, don't be fully invested. I personally am over-invested as well so I plan to sell some shares in the next rally. Having said that, BHP looks...

Heh, good point - I guess I am trying to be rational. Sorry about that :) The good news is, there are some bargains around right now. LYC is one of them in my opinion.

Lenny and Cat, Can you please enlighten me - what is the logic of this aggressive fall? Is it that there are simply no buyers around? REE prices haven't fallen that much and LYC hasn't announced any negative news! LYC is starting to look very cheap on future forecasts (once again, take...