LYC 0.78% $7.76 lynas rare earths limited

100 containers will mean. . ., page-15

  1. 1,648 Posts.
    "If your numbers and calculations are correct, lynas needs to process the REOs of around 3.300 container (wich means 33 transports of 100 containers) a year and than acutally share price is fair! But first phase intend to process 55 such transports a year. "

    the assessment how many transports of the actual needs depends on the real purity(%) of RE concentrates , my assument based on the best possibility of the 50% purity but if the 37% purity by calculated from a recent company report, of couse so they need more transportation.


 
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