LYC lynas rare earths limited

Hello. I can see what you are trying to say. The annual REO...

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    Hello. I can see what you are trying to say. The annual REO production fell from 16,780t in FY23 to 10,908t in FY24. While the Nd-Pr proportion has grown form 37% to 52% and currently is 55%, the Nd-Pr production has actually not grown. In FY23, the Nd-Pr production was 6,142t vs FY24's 5,655t. Last half year, it has not yet reached FY 23 levels (but very close). In the last quarterly, LYC did explain problems they had last August & December. We can also note how the pit & stock pile reserves' grade has changed. Note: I'm not sure where 1 million tonnes of ore went/disappeared in FY23.

    https://hotcopper.com.au/data/attachments/6846/6846614-311ebc43f654646ac3fa732deb1e039e.jpg


    https://hotcopper.com.au/data/attachments/6846/6846596-61fee4878642b5a7ba404a825fc5f3a3.jpg

    https://hotcopper.com.au/data/attachments/6846/6846621-c719ca6396edf532a85ff65ede5b8ddb.jpg

    Last edited by GKeden: 01/03/25
 
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