LYC 0.50% $5.95 lynas rare earths limited

Ann: Date of Quarterly Report and Briefing, page-6

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    Ahead of the quarterly, I thought I'd share my latest data.

    Left axis: monthly rolling quarterly revenue; Right axis: monthly rolling quarterly NdPr price, and monthly average LYC sp (divide axis by 10 to get sp). Revenue is Nov inclusive, NdPr price and sp December inclusive, all AU$.

    https://hotcopper.com.au/data/attachments/3971/3971836-cee7284eed02ecbea6dab50170974ee6.jpg

    Prior to our last quarterly I gave a 'bearish' warning due to the dip in the revenue you see in the chart. However, we are back on track, and as we generally end-of-quarter load, I expect record revenue reported in the upcoming report.

    Note: revenue numbers are not exact, generally differ by ~10% vs reported, see it more of a guidance.

    Once I know how much NdPr we produced in Q2, I'll put my 'matrix' to the test and predict EBIT for H1 prior to HY report.
    Last edited by mikaj: 12/01/22
 
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