Lynas Rare Earths Limited

ASX:LYC

Lynas Rare Earths Limited

ASX:LYC
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$14.14 (+1.1%)
Last close price
#246
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2
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21
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Reports (3) My Report Forum Investors
Forum Topics LYC LYC LYC future potential
Nnyck777
Added 8 months ago

Hi all,

Just listening to an interesting podcast by Matt Bevan (Are you listening?) regarding rare earths. He was highlighting the Chinese slow down in 2011 and the panic this created in the US.

Trump has been on a tirade about lack of access to rare earths and an over reliance on China. Australia provided a back up plan for the US of which I imagine Lynas was a large beneficiary.

Senator Lindsay Graham’s rare earth push for supporting Ukraine seems to now be falling flat. Will Australia, specifically Lynas be a beneficiary of this change in sentiment? Or is the volatility with Trump’s tariff threats to Australia cool any potential upside in the rare earths space?

Interested to hear people’s sentiments on Lynas’s potential.

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Nnyck777
Added 8 months ago

Hi Parko,

Really great information there. This is well and truly beyond my scope however it is interesting given the global economic shifts occurring.

I will read and follow your posts on ARU also to learn more. The only resource stocks I have ever invested in was FMG. I lucked out on timing there and did well but lost confidence in the Hydrogen thesis.

Thanks for the helpful start.

Nnyck777

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