LYC 1.14% $7.80 lynas rare earths limited

lynas now generates 338.1 mio. cashflow!, page-62

  1. 1,633 Posts.
    Hi all,

    This whole conversation is interesting but really just pure speculation based on at best, an educated guess as to the likely selling prices and cost of goods sold. Even the often quoted $15 Cost Of Production (COP) seems somewhat imprecise. IT will vary from order to order and depend on what the management asses as part of the cost of production.....

    Where the SP will be will all come down to LYC's official financial reports to come and other unforeseen market movements as well as LYC's future terms of trade to determine the profitability or otherwise of the LYC venture. I wonder when LYC and some folk mention COP do they really just mean COGS or are they including many if not all other cost of running the business?

    Cheers,
 
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