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Dylan Jovine’s Rare Earth Metal Stock – Book a Quick 786% Gain?

January 24, 2023 by Theodor

Dylan Jovine calls this the biggest opportunity he’s seen in 75 years.

He’s talking about a Rare Earth Metal that is so valuable, it’s being stored in a brand-new facility that’s as secure as Fort Knox. One tiny company has an exclusive contract to secure this critical material and the gain could be massive.

 

The Teaser

The Rare Earth Metal in question is being loaded onto trucks like the one in the image below around the clock and the Pentagon is having these trucks sent to Texas.

Source: behindthemarkets.com

This lets us know right away that this mystery material is a matter of national security.

Dylan Jovine is the founder of the Behind the Markets newsletter service and a veteran of the game. Having previously started and sold Tycoon Publishing to Agora Financial. I’ve reviewed some of Dylan’s picks here before, including his “War Games” Weapon Stock Picks and CRISPR Stock – A “Living Software” Company.

We’re told that without this material, our fighter jets wouldn’t fly…

Our tanks wouldn’t move

And our missiles wouldn’t shoot

Not only this, but the material is needed for every single cellphone, satellite, battery, and car of the future.

If I were to venture an early guess, this material could be Nickel, Lithium or Neodymium. But it’s too early to tell.

The Country that Controls 80% of the World’s Rare Earth Metals

The very Rare Earth Metals that are critical for much of the military’s arsenal, are 80% controlled by China.

Source: behindthemarkets.com

They also own almost all of the Rare Earth mines around the world. 

For example, nearly half the world’s supply of Cobalt can be found in the Congo. But China controls 15 of its 19 Cobalt mines. If they were to cut the U.S. off from its Rare Earth Metal supplies, it would be ruinous.

A recent EU Commission report confirms this, stating Rare Earth Metals will soon be more important than oil.”

This is the primary reason why the Pentagon is backing the company Dylan is teasing here. The military desperately needs an alternative supply of Rare Earth Metals to continue to build its weapons. If we know its name, Dylan says we’ll be able to “book gains as high as 8,990%.”

 

The Pitch

The only to find out the name and ticker symbol of Dylan’s pick is by getting a copy of Unfair Advantage: This Rare Earth Stock Just Got Hired by The Pentagon.

Source: behindthemarkets.com

For this, we’ll need a subscription to the Breakthrough Wealth research service. The cost for this advanced, specialized service that profits from Dylan’s network of Wall Street connections? Just $997 for a limited time. It comes with a 30-day money-back guarantee, 1-2 new recommendations each month, sell alerts to maximize profits, and more.

 

The Rare Earth Metals Critical for Over 200 Products

Dylan says we’re at the early stages of something huge.

The Senate just authorized $1 billion to double the national Rare Earth Metals stockpile and the Pentagon has handed one small firm $150 million to develop a brand new processing facility down in Texas.

This new plant down in Texas is going to be only one of two plants in the entire United States for these Rare Earth Metals. So what exactly is Dylan talking about here?

Rare Earth Elements (REEs) or Rare Earth Metals (REMs) are a group of 17 special metals consisting of the following:

  • Lanthanum
  • Cerium
  • Praseodymium
  • Neodymium
  • Promethium
  • Samarium
  • Europium
  • Gadolinium
  • Terbium
  • Dysprosium
  • Holmium
  • Erbium
  • Thulium
  • Ytterbium
  • Lutetium
  • Scandium
  • Yttrium

Altogether, these are essential to producing over 200 products. From handheld radios, lasers, and GPS systems for the military to everyday smartphones.

With the sheer size of the national defense market, plus the wide variety of uses, not to mention the continued growth of EVs. Dylan has good reason to believe this may be the most profitable recommendation he ever makes.

An All-Purpose Rare Earth Metals Producer

Although Dylan’s pick is focusing on the electric vehicles market, which is estimated to be a $1.1 trillion market by 2030. 

Their ability to produce massive quantities of Rare Earth Metals for just about any purpose, along with their Department of Defense contracts will keep them steadily growing for the foreseeable future. Even if the EV market doesn’t end up growing as fast as anticipated.

This may be a case of the right place, right time too. As the Senate has already passed a bipartisan piece of legislation to force defense contractors to stop buying rare earth metals from China by 2026. In the same vein,

The president has already used the Defense Production Act to fund the only Rare Earths Metal mine in the US. Which is going to supply one of only two Rare Earth plants in the US, one of which is owned by this tiny company…

 

Revealing Dylan Jovine’s Rare Earth Metal Stock

We’re given quite a bit of info about this rare earths play. Here are some of the most telling.

  • An already signed $150 million Pentagon contract.
  • Own one of only two Rare Earth plants currently in the U.S.
  • The company will soon be delivering thousands of trucks filled with raw materials to their Texas facility to be processed.
  • This is a small-cap stock that is trading at around $6 per share at the moment.

Based on the set of clues, this has to be Lynas Rare Earths Limited (OTC: LYSCF). The clues all lined up:

  • Rather than $150 million, it was a $120 million contract that The Dept. of Defense (DoD) awarded to Lynas for the purpose of building a processing facility for light rare earth elements in Texas.
  • The Hondo, Texas-based Rare Earth processing plant is one of only two in the U.S. With the other being a JV between USA Rare Earth and Texas Mineral Resources Corp. in Colorado.
  • Australian-based Lynas will be shipping rare earth metals from its mine in Western Australia for final processing in Texas.
  • Lynas’ OTC stock is currently trading for just over $6.

 

The Biggest Winner of 2023?

Lynas Rare Earths is the world’s largest producer of rare earth products outside of the Chinese market.

The company was founded all the way back in 1983 and currently supplies about 20% of the global demand for rare earth elements. This makes it the most valuable independent producer of rare earth metals after China. Not too shabby.

No definitive word yet on when the proposed U.S. processing facility will break ground, but even without it, Lynas’ stockpile of proven and probable rare earth reserves is nearly 19 million tonnes. Combine this with the AUD$965 million currently held in cash and only AUD$190 million in total debt on the balance sheet and this commodity business looks well-positioned to thrive over the long term.

 

Quick Recap & Conclusion

  • Dylan Jovine is teasing a Rare Earth Metals play that he says is the biggest he’s seen in 75 years.
  • What he’s talking about is a group of 17 special metals Rare Earth Elements (REEs) or Rare Earth Metals (REMs) that are critical for producing over 200 essential products. From fighter jets to TVs.
  • China controls 80% of the Rare Earth Metals market, but one single company mines and supplies the rest. The only way to find out its name is by getting your hands on a copy of Dylan’s special report Unfair Advantage: This Rare Earth Stock Just Got Hired by The Pentagon. Unfortunately, it costs $997 to get a copy via the Breakthrough Wealth research service.
  • The good news is, we were able to reveal the pick for free. It’s Lynas Rare Earths Limited (OTC: LYSCF).
  • Lynas is a great business with 62% gross margins and it is available at a good price of only 14x current earnings.

Is Lynas primed for triple or even quadruple-digit gains? Let us know what you think in the comment section.

Theodor


Theodor is an old school value guy, when he's not looking for great companies and great prices you can find him on the basketball court hooping.

  • According to tradingview the 10 analysts offering 1 year price forecasts for Lynas Rare Earths Limited have a max estimate of 8.63 and a min estimate of 5.52.

    The technical there rates it the strongest buy possible. Odd when it’s already over half the analysts’ targets isn’t it? And the top target is less than a 40% gain? A far cry from Jovine’s pipe dream.

  • Thanks. I have had Lynas for the last two years. Made a little. Still waiting for the big gain. Have you exposed the two Alex’s (Green and Koyfman) and their HNHPF and NHHHF stocks?

  • Hi Theodor, i think you are correct, LYNAS is a miner and producer of rare earths. I have held shares from a low point of 5c AUS to now 9.00 AUS. this last 12 months the price has gone from about 11.50 to 9.00AUS, so not setting the world on fire. If the price goes up 786% , i will be astounded. The coy made > $500M AUD in the year to 30 jun.
    David Reid NZ

  • Stock symbol LYSCF is actually Lynas Corporation Ltd. The correct stock symbol for Lynas Rare Earth Limited ADR is: LYSDY. It’s the same company just sold two different ways on the OTC stock market. LYSDY meet stronger market guidelines so is the better investment.

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