Please give some back up Revenue is up to $170 M Q4 535 for year. NdPr is up to 8KT year. but they were suppose to make 7,2 KT in 2018.
It is a great improvement and may mean they have Turned the Corner. if this continues in Q1 &Q2 2026 then we are off to the races.
Cap X is up Q to Q and they are now down to A$166M. cash Most people like to see a Qs revenue of cash as a buffer against major problems. Look at Texas. Magnets MOU and clay HREE if they do even two of theses they Would need More cash maybe as much a Billion more. To raise that would be a very substantial Dilution of current SH.
$11.00 SP would give them a Market Cap of 10.2 B. They made $5.9 M in Half 1 they made @5.9M on 242M With 293M in Q3 &Q4 they should be able to make at least 20M to be safe I will say 30M for the year. Using Market Cap divided by Profits that is 10.2 B . 30 M That means they made 0.3% on the share price. This puts them in the lowest 5% of ASX 200. Are you happy with that.
I would like to be wrong could you please tell me why you think $11.00 is a fair share price. I will admit emotion could push it that high but sooner or later Lynas will have to earn it with profits. And I do not see that size profit in the near future.
LYC Price at posting:
$10.14 Sentiment: None Disclosure: Not Held
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