LYC 0.16% $6.29 lynas rare earths limited

Deciphering Lynas, page-660

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    Revenue guidance for Q4:

    Y-axis: AUD millions
    X-axis: calendar year quarters (ie 2023 Q2 = FYQ4)
    Blue column= revenue projection
    Purple column= reported revenue
    https://hotcopper.com.au/data/attachments/5463/5463136-61b6f139c9043e2d755df5f9537e0424.jpg

    Revenue guidance for FY23 Q4 is AU$204 million, some $54million above UBS estimates. How an analyst firm can get estimates so wrong is beyond me.. If in the ballpark, then this points to a significant upside surprise (Monday).

    Important note: over a full year, my guidance is generally spot on, while there can be significant errors during shorter timeframes (e.g. months/quarters - as you can see in the graph). But, numbers are real, not made up, differences are predominantly due to timing of reporting.

    DYOR
    Last edited by mikaj: 28/07/23
 
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