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Lynas Corporation Limited Message Board

stockdude13 94 posts  |  Last Activity: 1 hour 14 minutes ago Member since: Jan 4, 2013
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  • Reply to

    Bought today

    by alf_1986e Jan 13, 2016 8:03 PM
    stockdude13 stockdude13 Jan 14, 2016 11:41 AM Flag

    "Mortgage REITs do not invest in mortgages, they invest in the spread."

    Uh nope. Never heard of a mortgage backed security? What do you think the portfolios of mREITs are comprised of?

    Think your statements about junk bonds and mREITs prove you don't know what the %$&# you're talking about.

  • Reply to

    Bought today

    by alf_1986e Jan 13, 2016 8:03 PM
    stockdude13 stockdude13 Jan 14, 2016 11:17 AM Flag

    Then why haven't they raised dividends yet? What they waiting for?? Exposed and price is truth. EHI hit $8.23 and still going lower will continue to be taken down.

    I Much rather be invested in mortgages than junk bonds for the long term.

  • Reply to

    Bought today

    by alf_1986e Jan 13, 2016 8:03 PM
    stockdude13 stockdude13 Jan 14, 2016 10:34 AM Flag

    "If anything, the dividend on EHI will go up."

    Makes no sense and you have to be a fool to think that fund will raise dividends. Longer oil stays low, likely junk bond defaults rise.

  • Reply to

    Bought today

    by alf_1986e Jan 13, 2016 8:03 PM
    stockdude13 stockdude13 Jan 14, 2016 10:17 AM Flag

    Didn't buy EHI? Must be a bargain for you now. I think a dividend cut is on the way.

  • stockdude13 stockdude13 Jan 13, 2016 1:57 PM Flag

    The 2yr yield is going down with the 10yr. Doubt highly the sell off will last past the fed meeting.

  • stockdude13 stockdude13 Jan 13, 2016 12:46 PM Flag

    Market reaction since the hike is far from uneventful. Oil is down over -15% and the S&P is down -6% since feds hiked rates in December. This is good though the stock market wins. Further down it goes, less of a chance of rate hikes.

    Sentiment: Strong Buy

  • Global and U.S. economic growth may be slipping and force the Federal Reserve into a more gradual course of rate hikes than officials currently expect, Boston Fed President Eric Rosengren said on Wednesday.
    Calling the Fed's first-in-a-decade rate hike in December "uneventful" so far, Rosengren said much of the news since then has not been good.

    I have posted on this board MANY TIMES about the danger of hiking rates to the market and economy. People here argued hiking rates was good look where we are now. FYI the stock market wins vs the FED. No rate hikes anytime soon.

    Sentiment: Strong Buy

  • stockdude13 stockdude13 Jan 13, 2016 10:48 AM Flag

    MLPL is down -33% so far in 2016, far worse than MORL or BDCL.

  • Reply to

    Bought

    by stockdude13 Jan 11, 2016 2:23 PM
    stockdude13 stockdude13 Jan 12, 2016 1:30 PM Flag

    Depends on the time frame. Fed meeting can be a powerful catalyst for mREITs to the upside. I'm expecting them calm markets, be dovish.

  • stockdude13 by stockdude13 Jan 11, 2016 2:23 PM Flag

    Bought today for a trade. Could a little lower, not worried.

  • Reply to

    I see 8 rate hikes in 2016

    by dr_klumps Jan 7, 2016 4:44 PM
    stockdude13 stockdude13 Jan 7, 2016 10:36 PM Flag

    Fed funds futures now pricing in next rate hike in June vs March previously

    Fed funds futures are now not pricing in the next rate hike until June, according to CME's closely watched FedWatch tool.

    Previously, the implied odds favored a hike in March.

    The odds for a hike in June now stand at 65 percent, the first time they are better than 50-50.

    Separately, RBS said the market is pricing in one hike this year and a 70 percent chance of a second hike, down from two full hikes earlier in the week. This is based on RBS interpretation of overnight index swaps data.

  • stockdude13 stockdude13 Jan 7, 2016 2:23 AM Flag

    "Hold TLT and miss out on a market rally.."

    So much for that rally. Oil now in death spiral, China just halted and we have idiot fed governors talking 4 hikes this year. Think TLT holders are very happy to be holders at the moment.

  • Reply to

    FIRST TRADING DAY OMEN !

    by dr_klumps Jan 4, 2016 8:02 PM
    stockdude13 stockdude13 Jan 6, 2016 6:42 PM Flag

    "DO YOU KNOW OF ANY ULTRA SHORT Mortgage REIT funds?"

    An ultra short mREIT fund? Could you explain how this would work. In theory the fund would have to deduct the dividends that are paid to investors who are long mREITs. So, while waiting for that big down turn in mREITs an ultra short mREIT fund would go down anyway just because of the dividends.

  • Reply to

    This board has been hijacked

    by allied_nemesis Jan 5, 2016 11:18 PM
    stockdude13 stockdude13 Jan 6, 2016 6:22 PM Flag

    "FY Q1 the company produced 968 T of Nd Pr. So production could have actually gone down to 892 T.."

    Interesting observation but when I see the word "exceeded target" that makes me think it's beyond target. You could say that 892 was the minimum for the Q but when factoring "exceeded target" that should make you think more than 892. Make sense?

    "This could cost them allot because of the unsellable Ce and La."

    Explain to us please where you see unsalable Ce and La. You think there is truth to this then show it. Take time to read you would learn something instead of posting garbage on this board.

    From Q1:
    Our production team has delivered a substantial step change in Cerium and Lanthanum product quality this quarter, which allows Lynas to access higher value Cerium and Lanthanum market segments. **We are now engaged with existing and new customers in this area and we expect positive developments from our enhanced Cerium and Lanthanum product quality.**

  • stockdude13 stockdude13 Jan 5, 2016 10:04 PM Flag

    Well if you look at history the Feds took way too long to lower rates and gave inaccurate forecasts of growth and somehow didn't recognize the housing bubble and sub-prime lending. So fav, you want to cheerlead these idiots go ahead. All I have ever seen is one wrong forecast after another after another. If you have any understanding of basic economics you can see deflation and recession in Europe, Canada, Japan and China. Think that does not bode well for US growth. How about you, do you have any economic projections?

  • Reply to

    X-dividend date is 1-11-16

    by fav_for_08 Jan 5, 2016 12:13 PM
    stockdude13 stockdude13 Jan 5, 2016 9:57 PM Flag

    I believe I'm entitled to my opinion and if you could show some numbers to justify yours I'm very willing to listen.

  • Reply to

    X-dividend date is 1-11-16

    by fav_for_08 Jan 5, 2016 12:13 PM
    stockdude13 stockdude13 Jan 5, 2016 9:23 PM Flag

    MORL has only 2 monthly dividend payers, AGNC and ARR. None other and nothing has changed. January's dividend will only reflect Q4 quarterlies which have not change dividend rates from Q3. It is not true that mREITs usually have end of year special dividends and unlikely to see one shown for 2015. This only happens when earnings have been robust for the year and 2015 was not a robust year for mREITs by any means. In fact the industry is at a 15 year low.

  • LYNAS EXCEEDS NDPR PRODUCTION TARGET
    6 January 2016

    Lynas Corporation is pleased to announce that NdPr production for the 6 months ended 31 December 2015 exceeded the target of 1,860 tonnes.

    As detailed in Lynas’ ASX announcement dated 17 August 2015, the JARE senior loan facility agreement specifies NdPr production targets for each 6 month period from 1 July 2015 to 31 December 2017. As a consequence of Lynas exceeding the first NdPr production target, the interest rate under the JARE facility reduced from 7.0% per annum to 6.5% per annum with effect from 1 January 2016.

    Further details will be provided in Lynas’ quarterly report later this month.

  • Reply to

    FIRST TRADING DAY OMEN !

    by dr_klumps Jan 4, 2016 8:02 PM
    stockdude13 stockdude13 Jan 5, 2016 5:06 AM Flag

    "I think my beloved TBT will start toward the 100 mark later this year. Around 44 now."

    Last time TBT was at $100 was Aug 26th 2011, then the 10yr yield was 2.19%, about the same as it is today.

  • Reply to

    RE prices...

    by toly Jan 2, 2016 4:29 PM
    stockdude13 stockdude13 Jan 5, 2016 4:12 AM Flag

    Let me clarify that SEG (Sm, Eu, Gd) technically is not classified as heavy rare earths but Eu is priced similar to heavy. Some consider SEG as Medium. Eu is worth twice as much Pr and more than twice of NdPr. It is the Eu in SEG that makes SEG vary valuable. I don't know what SEG prices are I believe lynas sells SEG as carbonate.

    Duncan has high grade heavy rare earths Dy, Tb, Er, Ho, Yb, Y. In the scoping study it showed $600m to develop Duncan. Never said they could do this anytime soon but in a later time when the market has recovered it's probable.

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