quarterly results fri .. i'm so looking fwd to the results (even with 1 kiln in maintenance , thus only 75% lynas next, i.e original nameplate)..
If we look at Q1 being the a similar same sales volume as Q2, as AL said we are looking at 75% Lynas Next rates ...
And if Q1 was ~ $87m
with NdPr rates at ~$40 USD/kg for Q1 .. what would Q2 rates be ?
lets assume the last 90 days (Oct/Nov/Dec) our Nd/Pr/NdPr rates continuted increasing to conservatively 20% (which makes a big chunck of our sales..
And our SEG / La also increased % wise . Ce pretty much stayed the same
I'm gonna guess we could see around A$105-115m ??
The only thing that could reduce this is the all important strength of the AU to US dollars
Could this be our most profitable quarter , because of RE price increases alone ? Imagine if we had ALL kilns working ...
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