Pennie, I believe your range is in the right ballpark. My data indicates AU$78m for Oct-Nov, so $100-120m is a reasonable expectation. All investors are aware of lower production in the past and current Q, now it's about what will happen beyond that.
I became a dad for the first time a month ago, so time is more limited, but I'll try and post charts/comments when I can. As mentioned before, we have an exciting year ahead of us with LYC.
-Kal ramp
-LAMP ramp
-Mound Weld development (EPA approved late last month)
-PDF completion (appears very close in satellite imagery)
-Breaking ground in US
-Renegotiated light REE contract with DoD (IMO)
-Drilling results
-New products?
-Global economic recovery
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LYC
lynas rare earths limited
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$9.11

Ann: Date of Quarterly Report and Briefing, page-10
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Last
$9.11 |
Change
-0.075(0.82%) |
Mkt cap ! $8.517B |
Open | High | Low | Value | Volume |
$9.21 | $9.30 | $9.03 | $10.30M | 1.126M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
30 | 5988 | $9.10 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$9.11 | 7691 | 27 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
20 | 4964 | 9.100 |
34 | 42606 | 9.090 |
17 | 10191 | 9.080 |
16 | 11426 | 9.070 |
17 | 11063 | 9.060 |
Price($) | Vol. | No. |
---|---|---|
9.110 | 5460 | 16 |
9.120 | 8484 | 15 |
9.130 | 10743 | 14 |
9.140 | 14291 | 15 |
9.150 | 12135 | 15 |
Last trade - 13.52pm 25/06/2025 (20 minute delay) ? |
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LYC (ASX) Chart |