LYC lynas rare earths limited

The end of the fourth round of rare earth national tender, page-23

  1. 8,425 Posts.
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    NdPr Prices started rising slowly after hitting a two year low of $30.x early November. They rose slowly till mid March when they were are at about $33.x Then NdPr prices went vertical going to $44.x in mid May, now flat for last 3 weeks. The Lag will have a major impact on Q4 results. If lag is 60 days we will see most of steep rise in results. If 120 days little of it.

    As far as avoiding profits it is easy. We have been told that until product is tested it is considered work in process and has a lower value. Just take a shipment or two for end of June and don't test it. It will go into inventory as work in process, a lower value. Then test first week of July and ship. All very legal There is no law saying when you have to ship. Logically what I am going to say does not make sense but when you see it many times and you sit in meeting where the CEO is adamant you cannot go negative I have to believe it. If profits falls 20X but stays in the black or red it might take a stock hit but not badly. If it falls 5X but goes from black to red stock will be punished badly. The opposite is true, going from red to black is always rewarded, even if it is only 1X. Just don't go back the most recent news is what people focus on. This is especially true for new investors who will only look at recent significant news. Older investors remember the pain to become profitable and tend to be a little more forgiving. Older investors may put more money in, but stock can not take off without a new source of money buying it.
 
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Last
$9.67
Change
1.380(16.7%)
Mkt cap ! $9.045B
Open High Low Value Volume
$9.50 $9.96 $9.38 $153.8M 15.88M

Buyers (Bids)

No. Vol. Price($)
2 914 $9.67
 

Sellers (Offers)

Price($) Vol. No.
$9.68 12000 2
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Last trade - 16.10pm 11/07/2025 (20 minute delay) ?
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