Numbers do not look so good since 2022 AR, Which was great. 2022 revenue AUD 944M 2024 SAR $240 X2 = 480 2 year change 50%
Profits 2022 AR $541 2024 SAR $39M X 2 = 80 M 2 year change 85%
Since Dec 2023 REE especially NdPrO has continued to fall. AL told us clearly that product will be held back or not made with theses REE prices.
JMO Revenue for all of 2024 < 500M Profits <100M I have been posting these numbers since Q3 report and CC not doing a last minute guess.
I have no idea about how much inventory will change. Finished goods Inventory in 6 months from 2023 AR to 2024 SAR Dropped from AUD 22M to $8.6M.
See SAR note 7. We will just have to wait for AR to see change.
The analysis have been backing off there estimates in last 120 days. Revenue was AUD 1 B now $740 Profits 187M now $111M
I think here is a problem with Yahoos analysis report of 15 analysis. It clearly says it is In US $. the numbers look like they are in AUD they make a lot more sense in AUD. I always deal in % change so it is not all that important to me. You do what you want.
https://finance.yahoo.com/quote/LYC.AX/analysis/
Look forward to your numbers. It is getting late to help people decide if they want to make changes ahead of Q report.
Ann: Date of Quarterly Report and Briefing, page-3
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