Wanga, I believe you make a very good point regarding the mix of materials included in March quarter sales. We know the volume of higher value NdPr produced, but have no idea how much was actually sold and how much still on hand pending sale at 31 March. I calculate LYC had approx. 308t of FGDS on hand at 31 March. If this was mostly NdPr then potential for another $18m sales to be recorded in April. I have no explanantion as to why LYC would do this, or in fact if this is correct, but it could be an explanation for the very low ASP in March quater. This would support AL confidence that LYC will be OPEX cash flow positive in next quarter?
$15 asp, page-15
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Last
$7.94 |
Change
0.160(2.06%) |
Mkt cap ! $7.421B | |||
| Open | High | Low | Value | Volume |
| $7.82 | $8.07 | $7.78 | $73.44M | 9.256M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 16778 | $7.94 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.97 | 2500 | 1 |
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| LYC (ASX) Chart |