LYC 0.30% $6.76 lynas rare earths limited

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  1. 816 Posts.
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    I cannot envisage a drop in revenue of 30 to 40 percent. Based on recent disclosures, demand has not suffered, if anything, the opposite. If production has been impacted by the lockdown in Malaysia, I expect it would not be by an amount to cause such a large drop in revenue. I could be way off and I hope I'm not, but I expect similar revenue to Q1, at most a drop of around 10%, if at all. Anyway, not long now.
 
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