Appreciate the feedback Ausheds. That's what I was looking for, to test my thinking.
Your realised price 2014 of $22/kg is 26% below my assumption of $30/kg. It reduces the gross margin on my model from about $90m to $40m for the year, less corporate costs and financing.
It's still above breakeven though and I could live with that for the moment and let them improve margins over time.
I also suspect my assumed cost of production could be a lot less for the reasons stated in my initial post. Either way I'm comfortable with the margins I've assumed.
Nevertheless whether you're right or I'm closer, it's good to put a couple of markers out there and to understand the implications ahead of whenever Lynas give us the information.
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Last
$8.32 |
Change
0.040(0.48%) |
Mkt cap ! $7.745B |
Open | High | Low | Value | Volume |
$8.26 | $8.38 | $8.23 | $17.36M | 2.091M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
43 | 11398 | $8.32 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$8.33 | 6149 | 19 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
41 | 9971 | 8.320 |
14 | 12565 | 8.310 |
11 | 14003 | 8.300 |
15 | 18345 | 8.290 |
14 | 28945 | 8.280 |
Price($) | Vol. | No. |
---|---|---|
8.330 | 7485 | 14 |
8.340 | 14103 | 23 |
8.350 | 15920 | 28 |
8.360 | 24823 | 22 |
8.370 | 26990 | 11 |
Last trade - 14.42pm 10/07/2025 (20 minute delay) ? |
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