Lynas Rare Earths: Leading Pure Play Rare Earths Company

RHJ Recently, I wrote an article reviewing the VanEck Rare Earth/Strategic Metals ETF (REMX). While rising geopolitical tensions between the U.S. and China could benefit rare earth prices, I noted that the REMX ETF was overly concentrated on lithium miners and developers and did not have much exposure to rare earths. One alternative that I mentioned was a direct investment in Lynas Rare Earths Limited (OTCPK:LYSDY). Based purely on in-progress growth projects, I can see a 100% upside on Lynas shares as milestones are delivered over the coming year. There is also an upside risk if China were to further…