Ann: Half Year Report FY24 (including Annexure 4D), page-63

As i have said before As a US citizen I am not allowed to do puts or shorts on Lynas because it does not meet US SEC Requirements for those. So no I have no puts or shorts.

Yes there are a couple of ways around it but I do not do those type of trades.

You should do some research. Look at SAR PG 23 And read note 2 and compare with either AR a year ago SAR. Non CAPX expenses are way UP.

It is unlikely they can make enough profit to support a $6.00 SP even if volume is 1.5 X What AL said they would do. If they are only at a 6K run rate then they are not even at what she predicted.

Here is some basic math. To Support a $6.00 SP with 934 M shares at a pe of 20 they need 6.00 X 933M /20 in profit That is 280 M in profit they did 39M in H1 so that means they need 240M in H2. This is not going to happen even if they make 3 X What AL said In H2 JMO they will not make 100 M in H2 of 139 M for 2024.

I have no idea why stock is holding at $6.00 so maybe I am wrong Sooner or later the glow will wear off and people will start looking at profits. Only profits can fuel growth. Here is a chart of Revenue and profits for last 24 Months does this look like a company that can support a high PE. I will stay away till something changes. 1.5 years and profits have fallen form 384M H2 2022 to 39M H1 2024
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