Again you seem to outsmart yourself. Just like when you predicted missive profits in a half when Lynas loss money in this case you make Lynas look worse by overly complicating things. I still have post numbers if you would like them. COGs is simple and best calculated from Q reports.
Q1 They made 4110 K ton of REO at a cost of 57.4 M = COGs of AUD 14.0 / KG. Q2 3410KG at a cost of 60.4M now a COGS of 17.7 /KG.
Both of these are easy from Q reports. Cogs went up only because expenses went up and volume down. This is not a trend but caused by changes in general economy and Lynas. Lynas stopped publishing cogs a year or two but back then I tracked it and have calculated it since. They have made calculation a little more difficult by Lumping in Admin and royalty costs with Production. IF you want to take these out the H1 report does it for you in note 6. Total production for half 7.5 KT From H1 report 114M Labor and product used to make REO cogs $15. this has Admin and royalties taken out so is probably more accurate .
There are no sales Numbers for any one product. Very hard with out doing long term charts to even make a guess. We can assume but not know that NdPr was about 47% of total sales by weight Q2. Now how do I use your charts to figure out what 2021 profits will be? could you show me what you think they will be? That is what i am interested in.
JFI in 2020 labor and material was 266.7M, total production 14.56 KT. 2020 cogs 18.3 / KG so cost are going down which is good for Lynas.
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