Seeking Alpha
  • Mercy Jimenez
    Watch Lynas LYSCF; rose 20% over wknd; appears 2B short covering while we wait for TOL license delivery;
    Reply (4)
    • RMF - Rethinking Modern Finance: price targets if TOL granted?
    • Mercy Jimenez: RMF IMHO sh term slow climb back >$2 as profit takers kick in; LT more upside w/ rare earth orders sold out 4 next 10 years...
    • Mercy Jimenez: ... Plus LYSCF control of 39% of global supply of rare earth outside China; BUT more delays by Malaysian politicos may kick in again.
    • Mercy Jimenez: RMF -would add to comments above -- that research on LYSCF IMO should include review of potential capital raise needs created by delays
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