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Good evening
Note that Gina and Bianca have increased their equity in LYC from 7.14% to 8.21% ... most interesting indeed (see attached).

LYC disclosed sometime back that there would be some quarterly pain till March 2025. Shareholders were also well aware of the 'China factor'.

For mine, just rcw1 opinion:
LYC are attempting to break the stranglehold by China in dominating REE world markets. This will take years and has been on their agenda for least 4 years. It is planned and deliberate. The company got some 'ticker'.

China has already thrown everything at LYC except for the kitchen sink. LYC has been most resilient, and Amanda has done really well in the leading LYC out of the doldrums and into the 21st century, moreover, making sure that there are suitable systems and strategies in place strong enough to weather that Chinese storm.

Amanda and her crew would be well aware of risks in involved.

Paying no dividend was a decision by Amanda and her board to place profit back into the company to assist it becoming more resilient to external / world influences and much stronger to defend itself. There will come a time when shareholders will be rewarded.

Mark's tone in the AFR article is at best an exaggerated assortment of information already widely known which does not reveal the background behind LYC's previous decision making. rcw1 found it most disappointing.

NdPr demand continues to grow, however market prices have weakened:
Supply side pressure resulted in average China Domestic NdPr price (ex-vat) decreasing from US$56/kg in December 2023 to US$49/kg in December 2024 (cited in LYC Announcement 27/02/25 p6) see attached.

Holding

Kind regards
rcw1

<blockquote data-quote="rcw1" data-source="post: 1318802" data-attributes="member: 86427">Good eveningNote that Gina and Bianca have increased their equity in LYC from 7.14% to 8.21% ... most interesting indeed (see attached).LYC disclosed sometime back that there would be some quarterly pain till March 2025.&nbsp;&nbsp; Shareholders were also well aware of the &#039;China factor&#039;.&nbsp; For mine, just rcw1 opinion:LYC are attempting to break the stranglehold by China in dominating REE world markets.&nbsp; This will take years and has been on their agenda for least 4 years.&nbsp; It is planned and deliberate.&nbsp; The company got some &#039;ticker&#039;.China has already thrown everything at LYC except for the kitchen sink.&nbsp; LYC has been most resilient, and Amanda has done really well in the leading LYC out of the doldrums and into the 21st century, moreover, making sure that there are suitable systems and strategies in place strong enough to weather that Chinese storm.Amanda and her crew would be well aware of risks in involved.&nbsp; Paying no dividend was a decision by Amanda and her board to place profit back into the company to assist it becoming more resilient to external / world influences and much stronger to defend itself.&nbsp; There will come a time when shareholders will be rewarded.Mark&#039;s tone in the AFR article is at best an exaggerated assortment of information already widely known which does not reveal the background behind LYC&#039;s previous decision making.&nbsp; rcw1 found it most disappointing. NdPr demand continues to grow, however market prices have weakened:Supply side pressure resulted in average China Domestic NdPr price (ex-vat) decreasing from US$56/kg in December 2023 to US$49/kg in December 2024&nbsp; (cited in LYC Announcement 27/02/25 p6)&nbsp; see attached.HoldingKind regardsrcw1</blockquote>

[QUOTE="rcw1, post: 1318802, member: 86427"] Good evening Note that Gina and Bianca have increased their equity in LYC from 7.14% to 8.21% ... most interesting indeed (see attached). LYC disclosed sometime back that there would be some quarterly pain till March 2025. Shareholders were also well aware of the 'China factor'. For mine, just rcw1 opinion: LYC are attempting to break the stranglehold by China in dominating REE world markets. This will take years and has been on their agenda for least 4 years. It is planned and deliberate. The company got some 'ticker'. China has already thrown everything at LYC except for the kitchen sink. LYC has been most resilient, and Amanda has done really well in the leading LYC out of the doldrums and into the 21st century, moreover, making sure that there are suitable systems and strategies in place strong enough to weather that Chinese storm. Amanda and her crew would be well aware of risks in involved. Paying no dividend was a decision by Amanda and her board to place profit back into the company to assist it becoming more resilient to external / world influences and much stronger to defend itself. There will come a time when shareholders will be rewarded. Mark's tone in the AFR article is at best an exaggerated assortment of information already widely known which does not reveal the background behind LYC's previous decision making. rcw1 found it most disappointing. NdPr demand continues to grow, however market prices have weakened: Supply side pressure resulted in average China Domestic NdPr price (ex-vat) decreasing from US$56/kg in December 2023 to US$49/kg in December 2024 (cited in LYC Announcement 27/02/25 p6) see attached. Holding Kind regards rcw1 [/QUOTE]

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