LYC 1.05% $7.69 lynas rare earths limited

most likely 2-3 year outlook

  1. 137 Posts.
    Hi All,

    Just want some help re LYC fundamentals from those in the know thanks in advance

    1) What will likely be the conservative company value if all goes to plan in 2- 3 years .( ie intrinsic value vs share price)
    *using a rare earth price say 20% below todays prices and Lynas costs say approx 10% above forecasted.
    (& taking into account that Lynas production will be close to our just below their forecasts.)

    I dont care if Lynas runs 6 months behind their production schedule due to plant licensing issues etc as this is a minimum 2 year hold for me although my main issue is that I dont want to be paying todays share price if future likely profits ( 2-3 years time) have been largely priced in already.

    I know this may be crystal ball stuff but a rough conservative figure will do as I would like to have these details so as to better analyse the risk vs reward.



    Much appreciated


 
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