Upcoming Quarterly Report

The next quarterly report will be the first quarterly issued under the new entity name of Lynas Rare Earths and all indicators are it should be a beauty. What can we look forward to?

1. The increase in rare earth prices over the past quarter should come through on this report- sales revenue could potentially exceed 115 million or even more if production gets up to 5000t. The key point on this is that the higher revenue derived from the rise in market prices goes straight to profit line as no additional expenditure is required to deliver the increase. This will result is a very positive rerating.
2. Updates on the US joint venture with Blue Line - this is a long term game changer
3. Progress of the new rare earth processing site in Kalgoorlie - completely de-risks Lynas and brings on increase production capacity.
4. Progress on the Permanent Disposal Facility in Malaysia

I am sure there will be even more good news.

The recent law changes in China may further restrict supply at the same time demand is set to sky rocket. Lynas is experiencing a well deserved perfect storm and hopefully this Quarterly will start to reveal its real potential. One question to ponder is why they delayed releasing this report when usually they release on the 2Oth or thereabouts. Why would you want good news overshadowed by Biden's inauguration? Hopefully we will see it around the 27th January after Australia Day.