IMO, baskets way too high (although ASP will be higher Dec Q with Ce & La return), need to start thinking Domestic prices plus a "premium" rather than FOB minus a discount, and that's from the horse's mouth.
CoP too high, guidance "high teens" and I'd be confident that is a conservative guidance that they would improve on fairly quickly.
Balance could come close gross but fairly optimistic net near term IMO.
Val quite doable in a more positive macro environment, hopefully emerging sometime this year
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Last
$10.00 |
Change
0.330(3.41%) |
Mkt cap ! $9.354B | |||
| Open | High | Low | Value | Volume |
| $9.84 | $10.02 | $9.65 | $74.35M | 7.510M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 3000 | $9.92 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.00 | 60555 | 22 |
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| Last trade - 16.19pm 14/07/2025 (20 minute delay) ? |
| LYC (ASX) Chart |