as I pointed out in a post after the full year result conference call one of the sell side analysts mentioned that the street had much higher cost of production in their models than what appeared to be the case from the final year results . That is before Amanda gets to work on bedding down cost efficiencies at both Kalgoorlie and Kuantan as production capacity ramps up. Costs at lamp and likely at Kalgoorlie are not incremental as volume doubles and I think the sell side analyst’s have gone that completely wrong .
finally and most importantly as Lynas capacity doubles when at production capacity they are significantly more leveraged to any rise in ndpr prices that the market fails to realise !
the sell side bean counters are always too focused on next quarter as that’s were their bonus is front and centre
forest for the trees
LYC Price at posting:
$6.92 Sentiment: Buy Disclosure: Held
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