Equity Field Notes from temporal sources

[DanWebzster]

LYSCF : After 3Qs of fiscal 2018, it looks like this company will turn its first profitable year.

As China becomes more environmentally conscious, it shuts down the most polluting rare earth mines.

Chinese rare earth miners are now subject to whims of Chinese regulations and are difficult to trade for westerners

Lynas has a unique business model. Ore is mined in Australia for part of the year and processed in Malaysia all year. The most polluting part of rare earth production has been exported to Malaysia. This is a competitive advantage that junior rare earth miners will find difficult to replicate.