LYC 0.50% $5.92 lynas rare earths limited

why are you certain the quarterly will be + ?, page-39

  1. 5,056 Posts.
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    From my previous post.
    "2012 Investor Presentation
    "Estimated cash costs at steady-state 22,000 tonne per annum REO production capacity is US$14-15/kgREO
    ? Estimated cash cost split–70% variable, 30% fixed
    ? Costs include WA and Malaysia overheads and WA royalties
    ? Cost optimisation programs exist and will be pursued
    ? Lynas expected cash costs are competitive with Chinese producer costs
    ? Unit cash costs will be higher during ramp-up to steady-state production"

    That was actually taken from the March 2013 Investor Presentation.
    My bad.
 
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