LYC 0.26% $7.77 lynas rare earths limited

my spreadsheet, page-16

  1. 1,633 Posts.
    @m1ckster,

    If you use actual current (COP) calculated for 4344tons/pa of $37.37/kg using (item 1.2c) in the cashflow report and the guidance for 22ktons/pa of $15/kg in the activities report using a parabolic curve you will see the data you use for COP is probably too optimistic for production up to 11ktons.

    Interestingly using this chart the calculated cash flow neutral production is about 708t/month at current ASP.
 
watchlist Created with Sketch. Add LYC (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.