As expected, a cracking report. Todays swing very temporary, and we will recommence upward trajectory in the coming weeks/months (IMO). So many ongoing projects that will have significant boosts to future cash flow and sp.
Noteworthy is that we sold ~5,500t NdPr, for which the average price for the year was ~A$77/kg.
Personally, I'm pleased my matrix appears a good predictor - matrix predicted EBIT A$166m (diff. -2%).
For the current FY, I think we will - even without increased processing limits - manage to increase production to 5,800 t, and I'm speculating a minimum av NdPr price for the FY to be A$95/KG) (currently A$112.KG). Putting these numbers into the matrix, estimated EBIT for FY22 A$296m (net profit ~$285m, EPS 0.32).
Decent chance average NdPr price and production will be higher though.. so there is a decent change my numbers will be on the low side.
Ann: Appendix 4E and FY21 Financial Report, page-14
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