LYC 0.90% $7.70 lynas rare earths limited

Lynas - Never fails to excite, page-41

  1. 7,673 Posts.
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    What you say is true. when is the last time you looked at Lynas's performance statistics for now and a few years from know and decided if the stock price was appropriate. Here is a list of all the major indicators Lets say that Lynas should sell for 20 % more than what is indicated right now. which ones do you think justify the stock price.
    https://finance.yahoo.com/quote/LYC.AX/key-statistics?p=LYC.AX

    Or lets look at it this way last year they made 0.19 a share divide by 6,88 = 2.8% return on SP. Do you see that as a good RTN. If you want go out an figure our RTN on SP with lamp at 100% and lamp at 10.5 Kt NdPr in the future. JMO but I see all the next couple of Qs being down from Q4 until they RTN to lamp at 100% After that they will be better unless the increased output from Lynas lowers REE prices. They will lower prices it is not if, more supply always lowers prices. the question is how much and to that I do not have an answer.

    Do you know the couple of things that inflated Q4 revenue and helped 2021 earnings. They were not major but unlikely to happen in Q1 and Q2 have you taken these into consideration. You can find them in the Q$ report very clear to any one that looks at Lynas's numbers every Q.


 
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