LYC 0.39% $7.78 lynas rare earths limited

scenario, strategy, battle and war, page-163

  1. .y.
    3,566 Posts.
    It's their guidance Jan.

    They have guided us to this point so far with the we are nearly there, or, next quarter it will be, guidance and where are we now ???

    OK.

    You are still a true believer.

    Management alone have been ramping this company up for over a year now with their guidance.

    When have they met it ?

    Forget any posts on HC.

    Management expect, to be cashflow neutral in april.

    Doesn't mean it will happen and based on the last cash grab they are not expecting it to occur either.

    Even still this does not include all "variable" costs which have to date been wildly variable.

    The funds would not have been sought if contracts had been signed for guaranteed forward production.

    They cannot guarantee anything.

    I've lost faith in their guidance and expectations, you can only be kicked in the guts so many times and keep believing.
 
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