LYC lynas rare earths limited

Interesting, page-157

  1. 1,280 Posts.
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    There one here with a great talent for blatantly dishonest distortion of what I said in posts just above.

    Such as claiming "Eddie B ... says at current production and prices he estimates $0.80 right now." (That's A$0.80/share annual profit.)
    WRONG.
    1. I explicitly assume expansion to 10ktpa of NdPr. Fact: current expansion once completed has nameplate 10.5ktpa.
    2. I explicitly state: "The economic NdPr price range is supposed to be about US$80-100 /kg" and assume the middle of this range. Also: "this analysis is very NdPr price sensitive and assumes a higher than current price."

    It's easy to check. Sloppy work voluminous one!

    Last edited by EddieB: 31/05/24
 
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