thanks I will try to change based on a couple of things you said. I am getting too emotional on a few posters. They kep posting garbage but that does not justify my sinking to their level.
In the next 2 years what difference does KAl make to Lyna's revenue? Everything has to go through Lamp. KAL may hurt Profits a little bit, because of higher labor, Utilities and depreciation and like all start-up operations for every company higher Maintenace as bugs are worked out. How much? We will just have to wait for 2024 AR and 2025 SAR. Lynas will never disclose this info in an easily understood format. Most companies will not and i agree with that. It is only available to people that dig through the official documents like AR, SAR, and to a lesser extent Q reports.
JMO I think both you and Mikaj are high on your revenue numbers. Not worth explaining because we will all now in a few days. My reason is simple Q1 revenue was 128 M Plant was shut down from 6 weeks. 128 times 7/13 = 68M It will not be that bad every thing will arrive at customers DOCK and some finish goods will be shipped but i think about 80M is a good number. We will see in a few days. Emptying the shipping pipe line will have a negative impact on Q3 because it will have to reestablish. Plus still no announcement of lamp restarting. JMO They have to announcer re-start. .
LYC Price at posting:
$6.00 Sentiment: Sell Disclosure: Not Held
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