Thanks Wee. My Post: 73675510 Summary: Current COP about A$60m/kt or A$600m pa for production of 10ktpa NdPr. The economic NdPr price range is supposed to be about US$80-100 /kg: say A$150/kg. So 10kt NdPr earns A$1500m PA and allowing a small profit for SEG etc the bottom line is A$ 1500 + 100 - 600 or near enough $1 bn EBITA pa. Let's call it A$0.8 profit per share after taxes and amortisation. To quote a previous voluminous poster: "The PE of S&P 500 is about 28 the mean is a 16." That would give a fair value of about A$13-23 per share.
Note: this analysis is very NdPr price sensitive and assumes a higher than current price.
LYC Price at posting:
$6.62 Sentiment: Hold Disclosure: Held
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