LYC 0.45% $6.66 lynas rare earths limited

Pennie, I believe your range is in the right ballpark. My data...

  1. 993 Posts.
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    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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