Based on the quarterly report, we should expect that Lynas can produce at 4900tonnes/quarter, production related cost of $51M, Interest payments about $4M, staff costs $11.5M, Admin costs $6.5M, this gives a total of $73M/4900 tonnes = $14.90/kg.
It's still maintaining >$6/kg margin - this is a good thing. I'm expecting that trade wars and demand outstripping supply shall lead to higher rare earth prices which will increase this margin significantly. Time to sit back and wait (or buy if someone keeps mucking around with the share price).
Ann: Quarterly Activities Report, page-29
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Last
$7.14 |
Change
-0.200(2.72%) |
Mkt cap ! $6.673B | |||
| Open | High | Low | Value | Volume |
| $7.34 | $7.34 | $7.13 | $39.28M | 5.467M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1546 | $7.13 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.15 | 72361 | 6 |
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| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| LYC (ASX) Chart |