In post 69050484 you suggested (graph) that Lynas break-even NDPrO price was about US$56.
We now see that at a price of US$50 for the Q Lynas achieved a very positive cashflow with a margin of about $80m on receipts of $189m.
It's clear your estimate was seriously wrong and the break even point is actually around $30 per kg.
We all know cash flow and profit are distinct but even so, your analysis is incorrect to the Lynas downside.
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Last
$10.73 |
Change
0.080(0.75%) |
Mkt cap ! $10.03B | |||
| Open | High | Low | Value | Volume |
| $10.53 | $10.85 | $10.43 | $51.85M | 4.837M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 1248 | $10.73 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.75 | 41 | 1 |
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| Last trade - 16.10pm 25/07/2025 (20 minute delay) ? |
| LYC (ASX) Chart |