LYC 3.18% $6.33 lynas rare earths limited

Ann: Quarterly Activities Report, page-12

  1. 1,692 Posts.
    lightbulb Created with Sketch. 626
    CJ what would you expect when plant running at 65% of optimum output while all inputs continue at 100% level, plus some extras to deal with the Malaysian effect (read crap).
    Just a guess which I will confirm later but I expect COP including all admin cost to drop to circa $12 in March qtr. Even $12.50 at todays depressed prices gives a GP of 50%. I can certainly live with that in anticipation of an uplift in NdPr over the next 12 months.
 
watchlist Created with Sketch. Add LYC (ASX) to my watchlist
(20min delay)
Last
$6.33
Change
0.195(3.18%)
Mkt cap ! $5.841B
Open High Low Value Volume
$6.23 $6.33 $6.20 $3.426M 547.7K

Buyers (Bids)

No. Vol. Price($)
10 6622 $6.32
 

Sellers (Offers)

Price($) Vol. No.
$6.33 30345 20
View Market Depth
Last trade - 11.08am 03/07/2024 (20 minute delay) ?
LYC (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.