LYC 0.78% $7.76 lynas rare earths limited

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  1. 1,703 Posts.
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    CJ, you are close to the mark with most comments posted above.
    The only clarification I would like to make is in respect to impact of Next.
    You have correctly identified the significant positive impact on revenue.
    What you fail to mention is the much greater positive on cash flow on a relative basis.
    Actual COP will reduce per kg and cash flow/kg will be higher We should therefore see a major increase in FCF when Next is fully operational.
 
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