Since the comments from Japanese Embassy around Lynas and threats to their supply chain, the -ve personalities have calmed down a bit.
@jake, I agree that it’s frustrating to see Lynas this way and I’ve gone through similar questions in my head over the years... but then again, no pain no gain.
I dare not imagine how the employees or mgmt or major investors (with millions of shares) feel about the roller coaster rides! No wonder the financial markets guys are glued to Bloomberg/Reuters and happy stuff to save themselves from nervous breakdown!
If MY does anything silly, the whole suppply chain outside of China gets impacted and MY needs economic partners. The underlying fundamentals have not changed in my head! They have a big deposit, low radioactive content, 6 years of no drama plant operations, Sojitz as their partners, good mgmt, supporting employees, and few more things!
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