Overanalysis and Unclear.. if you want to overanalyse then you need to consider inventory turnover about 30 days. In other words quarterly production figures does not necessarily equate to quarterly cash invoice figures. Unless Lynas order book is back ordered then inventory turn over is lower. Net income and production in line to FY 19 forecast of some 450M revenue and 90 NPAT giving it a PE of 13.5 @ $1.775
Lynas NPAT has already been upgraded through a couple of houses from 90 NPAT to 103 NPAT giving it 12 PE at 1.775.
In other words you are focussing too much on prices and not at operational efficiency.
Q1 and Q2, page-2
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