LYC 0.26% $7.67 lynas rare earths limited

Ann: Suspension from Official Quotation , page-24

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  1. 30,924 Posts.
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    bsumisu, I'm not sure where you're coming from?

    Production costs for the Sep qtr were $34m, Dec $33m, Mar $41m.

    Production figures were Sep 253t, Dec 741t and Mar 1,089t.

    Looks like a high element of fixed costs there.

    Just taking Dec and Mar, as you suggest, we see that an extra $8m of expenses give an extra 348t of production, or $23/kg.

    What were you looking at? COP for Mar coming down from Dec's $44.5/kg to $37.4/kg? But we'd expect higher costs in the Dec qtr 'cos of all the stuffing around with the pipes.
 
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