I've invested in Lynas off and on for decades. It became a cyclical stock that you could buy and sell with 11-20% gains, and it seems to be manipulated on the Aussie market. They were predicting it would go to $12 Aussie on the Aussie market prior to the tariff bungle. I have some Aussie friends I met in the Philippines.

From the Australian today;
The Amanda Lacaze-led Lynas is targeting first production of dysprosium and terbium oxides from its Malaysian processing plant before June 30. It will be the only source of separated heavy rare earths outside China once in production.

Lynas is a long-time miner and processor of light rare earths but currently sells all of its heavy rare earths into China in concentrate form for further processing.

JP Morgan analysts said Lynas offered the best exposure to rare earths in the short term, but warned some Western supply chains could grind to a halt if China’s export restrictions were prolonged

Me: Amanda took over a failing Malaysian processing plant and straightened it out quickly. When China lowered the price of Rare Earths to make it prohibitive to process rare earths, Lynas was still profitable.

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