LYC - Lynas Rare Earths

Garpal Gumnut said:

@finicky . The aging addled Canno does not realise that calling a top is more difficult than calling a bottom. The bottom is always zero. I'm saying this tapping my head.

gg

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finicky said:

@Garpal Gumnut

Now it is over-valued.

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finicky said:

@Garpal Gumnut

Yeah, that article is dated 9th April 2025. Obviously he was bullish LYC at one time, it's been in in p/f recommendations.
Now it is over-valued.

3 month chart going back to April
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1. Global Position: Lynas has established itself as the world's only significant producer of separated heavy rare earths outside of China. This is particularly important given China's dominance in the rare earths market.
2. Production Achievements: Recently, Lynas successfully produced dysprosium oxide at its facility in Malaysia, marking a significant milestone as the first commercial producer of this heavy rare earth element outside of China.
3. Ethical and Environmental Focus: Lynas is committed to being an ethical and environmentally responsible producer of rare earth materials, which adds to its appeal in the global market.
4. Market Demand: The demand for rare earth elements is increasing, especially for applications in technology, renewable energy, and defense, making Lynas's role even more critical.

Summary​

• Lynas Rare Earths is the only significant producer of rare earths outside of China.
• It has successfully produced dysprosium oxide, enhancing its position in the market.

Garpal Gumnut said:

I agree with the sentiments foregoing @finicky @barney @JohnDe . I've only come to LYC recently so I guess my animal brain wants it to go to the moon. You would hve to admit that being the only producing RE outside China is significant. from my AI assistant Aria.

Yes, Lynas Rare Earths (ASX: LYC) is currently recognized as the only significant producer of rare earth elements outside of China. Here are some key points about Lynas and its role in the rare earths market:

1. Global Position: Lynas has established itself as the world's only significant producer of separated heavy rare earths outside of China. This is particularly important given China's dominance in the rare earths market.
2. Production Achievements: Recently, Lynas successfully produced dysprosium oxide at its facility in Malaysia, marking a significant milestone as the first commercial producer of this heavy rare earth element outside of China.
3. Ethical and Environmental Focus: Lynas is committed to being an ethical and environmentally responsible producer of rare earth materials, which adds to its appeal in the global market.
4. Market Demand: The demand for rare earth elements is increasing, especially for applications in technology, renewable energy, and defense, making Lynas's role even more critical.

Summary​

• Lynas Rare Earths is the only significant producer of rare earths outside of China.
• It has successfully produced dysprosium oxide, enhancing its position in the market.

gg

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finicky said:

My Hero

View attachment 205724

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qldfrog said:

I enjoyed the ride up and have an order to sell half.it does not have to be binary when in doubt, so take some profit and cash out , but keep interested in the company

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Garpal Gumnut said:

I agree with the sentiments foregoing @finicky @barney @JohnDe . I've only come to LYC recently so I guess my animal brain wants it to go to the moon. You would hve to admit that being the only producing RE outside China is significant. from my AI assistant Aria.

Yes, Lynas Rare Earths (ASX: LYC) is currently recognized as the only significant producer of rare earth elements outside of China. Here are some key points about Lynas and its role in the rare earths market:

1. Global Position: Lynas has established itself as the world's only significant producer of separated heavy rare earths outside of China. This is particularly important given China's dominance in the rare earths market.
2. Production Achievements: Recently, Lynas successfully produced dysprosium oxide at its facility in Malaysia, marking a significant milestone as the first commercial producer of this heavy rare earth element outside of China.
3. Ethical and Environmental Focus: Lynas is committed to being an ethical and environmentally responsible producer of rare earth materials, which adds to its appeal in the global market.
4. Market Demand: The demand for rare earth elements is increasing, especially for applications in technology, renewable energy, and defense, making Lynas's role even more critical.

Summary​

• Lynas Rare Earths is the only significant producer of rare earths outside of China.
• It has successfully produced dysprosium oxide, enhancing its position in the market.

gg

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finicky said:

Fat Tail Investment Advisory
Friday, 8 August 2025
Melbourne, Australia
By Greg Canavan

[1 min read]

Sell remaining LYC

Dear finicky
(or may I address you by your youthful nickname - Ace?)

"Lynas Rare Earths’ [ASX:LYC] share price is up another 2.5% today. Its market cap is approaching $12 billion. It trades on 8x sales estimates for 2027 (when higher prices are expected to kick in) and nearly 19x earnings.

That’s probably reasonable for a strategically valuable company like LYC. Only it hasn’t achieved those earnings yet. The end of 2027 is two years away. A lot can happen. Yet the market is pricing in a 12x increase in profits from what the company is expected to deliver in FY25.

I say take the money and run. The good news is in the price. The long-term return prospects from these levels are ordinary.

I recommend selling your remaining holdings in LYC and waiting for better opportunities.

The Permanent Capital Portfolio currently has a 2.32% allocation. I will sell using today’s closing price and exit the position entirely.

I hope you made some good money on this investment."

Not Held

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barney said:

Over the years I should have taken my own advice and started to "reduce" holdings of a handful of Stocks whos charts were in a similar position as LYC currently is .... I would be substantially better off if I had. Certainly not trading advice, but Greg Canavan sounds like a sensible fella.

LYC is in 10 year blue-sky territory however, so anything can happen where there is plenty of oxygen for everyone to breathe!

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rcw1 said:

Hoping you made millions bloke

Kind regards
Rcw1

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rcw1 said:

Good afternoon @barney
Hoping the punt going well for ya bloke.

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barney said:

"obvious" times of the trading day ...

One could possibly formulate a strategy around when to buy/sell/reduce or accumulate perhaps??

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