I think we are saying the same thing. Lynas may or may not get their supply side debacle under control but it is irrelevant in terms of the end game of profitablitiy and survival because they have no control over the demand side of the equation.
Go ahead and debate the minutiae of the supply side. It is irrelevant in keeping Lynas afloat when the demand side is being manipulated so COP will never be lower than COS within the timeframe of their cash burn to zero.
I think the marketplace supports my analysis. 6.0, 5.9, 5.8, 5.7, 5.6, 5.5....
Nameplate Irrelevant, page-7
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Last
$8.09 |
Change
0.070(0.87%) |
Mkt cap ! $7.561B | |||
| Open | High | Low | Value | Volume |
| $8.15 | $8.27 | $8.08 | $35.31M | 4.353M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 7192 | $8.08 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.10 | 4833 | 2 |
View Market Depth
| Last trade - 16.10pm 08/11/2024 (20 minute delay) ? |
| LYC (ASX) Chart |