Lets get something off the table quickly. In her prepared remarks start at about 6:25 into CC AL clearly says exactly what Reuters and I claim. Not wath you say. also around minute 14:41 in answering a question she emphasis they are holding inventor from previous Qs. As far as page 4 it say the held back 500 T NdPr. Listening to CC at minute 14 + and the fact that finished goods inventory was AU$ 6.8 million in note 7 of SAR PG 26I believe That this was inventory accumulated during the previous Q3 & Q4 2023 and a small amount in Q1 2023. Untill AR is release I can not prove this but you have offered much less proof for your opinion than Me. You then go off the tracks saying you cannot argue with me. For you this is true because you have no facts. You insult my charts. Can you find a single item that is wrong? a;; the data is from Lynas Documentations or in the case of things Like REE prices from SMM
So where is all your data? You can win arguments easily with me if you have supporting data. You never offer any, just your opinions that you form that confirms your opinion. I lowered My Guess for 2024 Profits from <$150M to < $100M, after the Q3 release. Thanks to you I just relistened to the CC again. After doing that I am fairly certain I will be lowering it again after Q4 report. I missed several Critical things that AL said about Q4 and the year the first time. I always do better the second time when I can stop it and think. Also review critical things said earlier. Even your interpretation of PG 4 was strongly biased. I can not prove it wrong we will wait till AR for that.
- Forums
- ASX - By Stock
- LYC
- Ann: Quarterly Activities Report
Ann: Quarterly Activities Report, page-30
-
- There are more pages in this discussion • 16 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LYC (ASX) to my watchlist
|
|||||
Last
$6.92 |
Change
-0.140(1.98%) |
Mkt cap ! $6.468B |
Open | High | Low | Value | Volume |
$6.94 | $6.97 | $6.84 | $15.53M | 2.248M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 13835 | $6.90 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.93 | 2500 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 13835 | 6.900 |
3 | 15610 | 6.890 |
5 | 33363 | 6.880 |
4 | 23308 | 6.870 |
3 | 16510 | 6.860 |
Price($) | Vol. | No. |
---|---|---|
6.930 | 2500 | 2 |
6.940 | 4182 | 4 |
6.950 | 19265 | 4 |
6.960 | 11510 | 2 |
6.970 | 43260 | 3 |
Last trade - 16.10pm 02/09/2024 (20 minute delay) ? |
Featured News
LYC (ASX) Chart |