In our view, Lynas still provides an attractive investment for those wanting to gain indirect exposure to electric vehicle theme. There is decade long run up in the demand for rare earths, not only from Electric Vehicle, but also Consumer electronics, win
Pacific Edge have been around for years, but many recent milestones over the past year or so have improved the commercial viability of the business.
A2 Milk momentum continues to downside, as speculation continues regarding an upcoming global market index re-weight, which is reportedly due to be calculated this month.
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