Pyrot wrote: Even with the post WW2 P/E low of ~6, ....(the world coming to an end and chihawk jumping off a bridge).... and RE prices falling to ~$35, the share price would be $1.94 in two years.
OK pyrot,
Here is my exuberant bull case. I took the time to double the prices to create a $203 basket as an estimate of my earlier $200 basket prediction that I am sticking to at this time. Then I applied a PE of twice the industry because of our strong PEG and accelerating earnings rate and got a $70 2013 price. Taking into account possible:
dividends,
buybacks,
global listing,
Malawi,
LAMP production from other mine's concentrate,
the reductions in risk to production,
the visibility of earnings from long term contracts,
first mover advantages,
and possible accretive acquisitions (resulting from being the only company in a position to acquire)...
I think a $100 SP is possible long term. I know that's a Yank (Moly) over promising way of seeing things, but we do like happy endings over here.
lynas basket price calculator, page-10
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