LYC 0.16% $6.29 lynas rare earths limited

Q1 and Q2, page-5

  1. 7,458 Posts.
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    Sorry you could not understand why don't you try a simpler version?     As far as Inventory turnover it. has nothing to do with it, you think it does pls explain how.    Only thing that counts is  inventory change.   Also please give some foundation for 30 days.   AL  told us that inventory was about  50T for ND PR they shiped 600  last  month.  so that is 1/12 of a month so where did your 30 days come from?   She also said  that it historically has run 7 to 10T  NdPr now volumes have been smaller lets say 450 T a month so what does that make it?    1/45 of a month.    La and Ce   have many months of inventory though most of it is Carbonate not OXIDE.  So why don't you tell me what that turnover is.   They never say  what La and CE are but if you track Q change for last  15Qs or so you will have a very good idea.  Before that it was so small it just is not important.  .   You continually said this Qs revenue would be AUD$120M.  I asked for back up,  you never gave any.    Why don't you tell us what was wrong with your calculations.    Or were you hopping we would all forget.  
 
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