I will wait with you for QR. I will reread the last 3 Q reports and AR. I have printed them and highlighted what I thought was important when they came out. I learned years ago that what is important is what was said before and how it changes. Is the change given as a change or do they try to hide it.
With YTD revenue and Cost shown will have a great idea of EPS in the SAR.
Do you prepare for these events, or do you just listen to what AL says and go along with it? You work and I am retired so I admit I have the advantage. Never could do this while working.
Fair point I will as soon as all those on this board do the same thing when they say Lynas is most advance technology in the REE field. With a plant built on 50 year old SX tech and not a single patent in any country. Even Texas is going to be the same SX tech. Look at the AR show me a single line item that shows expense for any sort of advance research. All research is done by production engineers. Not saying this is bad it is very important engineering. They are judge on how well the process works primarily Cost and Output (volume & quality), it is clear they have done a great job on this. They are not judged on advancements for what might be needed 5, 10, 20 years out, This will put you behind eventually. Even NC had a partnership with some university in Tasmania looking at advanced ideas for HREE separation. AL shut it down as part of cost cutting.
LYC Price at posting:
$7.07 Sentiment: Sell Disclosure: Not Held
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