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

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$.



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.