LYC 0.39% $7.75 lynas rare earths limited

scenario, strategy, battle and war, page-160

  1. 2,364 Posts.
    Garbage in garbage out Y.
    Models are only as good as the data they are supplied with.
    Perhaps you could explain how cash-flow neutral in April fits in with your view??
    Their 'burn' in the previous quarter included debt repayment, capex etc. And of course they always said (and it's common sense) that COP will be higher during ramp up than at steady state.
 
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