Ahead of the quarterly, I thought I'd share my latest data.
Left axis: monthly rolling quarterly revenue; Right axis: monthly rolling quarterly NdPr price, and monthly average LYC sp (divide axis by 10 to get sp). Revenue is Nov inclusive, NdPr price and sp December inclusive, all AU$.
Prior to our last quarterly I gave a 'bearish' warning due to the dip in the revenue you see in the chart. However, we are back on track, and as we generally end-of-quarter load, I expect record revenue reported in the upcoming report.
Note: revenue numbers are not exact, generally differ by ~10% vs reported, see it more of a guidance.
Once I know how much NdPr we produced in Q2, I'll put my 'matrix' to the test and predict EBIT for H1 prior to HY report.
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)