LYC 0.78% $7.76 lynas rare earths limited

Ann: Fully Underwritten Equity Raising - Approximately A$425M, page-35

  1. 112 Posts.
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    Hi TraderT, I think you may be being a wee bit pessimistic. Even running at 75% (as current) my spreadsheet shows revs of around 105MA$pq. Apart from moving up to 100% hopefully sometime in the next year, there are several other positives possible - prices are firming - some gains from PrO & NdO as more of these are produced - same for La & Ce client specific products - and finally SEG demand seems firm.
 
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