Possible Flag Breakout Alert?, page-7

I guess we can all look at the facts differently and totally believe what we see. I see that with curent REO prices Lynas.TMM will still be very high to a point where stock price is not sustaninable. That NdPr price rise has slowed down consideably and MAY be showing down movement indicating even a larger TMM PE. That there is Lynas stock selling going on. Maybe because people realize that the one year foward looking earnings just do not justify todays price. That AL holding product for key custmers will further reduce revenue and earnings. I think this is the correct thing to do it will make for verry good customers. It will help Lynas over rough spots in the future. That does not mean it will not have a short term negative impact on earnings.

From the argus meeting page 4 and SMM price chart



Above is an idea of revenue. Some cautions this is bassed on 100% of product being sold which AL has told us she is not. SEG is a pure guess. In the past she has stop selling it abot AUD 20. It is clear that they have more than Chinna wants. So if they are selling allot price goes down if they are restricking then price up. My guess is they are holding allot back one for beter price two because when Blue Line processes it it will be worth more. Unlikly they are recieving this much for SEG sold in total. So we can all guess as to what Q4 will be. My guess is over 100M in revenue. So Q1 and Q2 Revenue is AUD 185 Q3 is $101. Q 4 110.00 ~120M . total FY 2019 $405~415M M. Now H! they made AUD 19M EX exchange changes. My guess revenue was 40 M higher in H2 then H1 I am going to assume all of this goes to bottom line so earnings would be AUD 59.m divde by 668 M shares. that is AUD 0.09 EPS 268 / 0.09 = TMM 30. Now this is a high number . If reo prices do not go down then current SP is probally fair because both revenue and earnings go up. If they go back to level of the last 60 to 90 days then stock will go down JMO. REO prices hold then maybe SP up 10% to 20% after Q1 released when Revenue jumps. Q1, which it will if todays REO prices hold.