Tick...Japanese with all their earthquake problems still put up the $250m for LYC phase 2
Tick...first feed from concentrations plant this week.
Tick...Crown deal dead never again to see light of day except for LYC $50B in ground resource for once LAMP successfully producing.
Tick...brokers upbeat valuations GS $3.75, Patersons $2.95 based on LT REO basket price of only $40, currently $163...you do the math if proves to be a permanent or even semi permananent shift in basket price due to the demand-supply-Chinese forces then running $160/kg long term equates to an NPV of $13.60 per share. Even running at half that level ($80/kg) equates to an NPV of $6.50 per share.
Pending positive outcome...by 30 June Malaysia hand picked environmental panel give the green light to LAMP.
Pending positive outcome...strengthen board governance with 2 independent directors with shareholder association allegiance.Timeline: ASAP
Pending positive outcome...LAMP first production Sept11, 18 months + jump on non-global competitors!
Pending positive outcome...LAMP phase 2 production 22,000 tonnes pa. Happy days.
Pending positive outcome...Crown start development under LYC control with synergies from phase 2. Happier days.
Crystal Ball...BHP / Rio in bidding war for LYC...or is LYC now cashed up ready to take them out!!
IMHO only. Good luck to all.
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$6.06 |
Change
-0.005(0.08%) |
Mkt cap ! $5.655B |
Open | High | Low | Value | Volume |
$6.00 | $6.08 | $5.97 | $4.898M | 812.2K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
18 | 18141 | $6.05 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.06 | 6814 | 15 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
17 | 9239 | 6.050 |
23 | 21148 | 6.040 |
21 | 31827 | 6.030 |
16 | 50202 | 6.020 |
14 | 15621 | 6.010 |
Price($) | Vol. | No. |
---|---|---|
6.060 | 5301 | 20 |
6.070 | 25781 | 22 |
6.080 | 37300 | 17 |
6.090 | 45177 | 14 |
6.100 | 25801 | 16 |
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