Here’s my simple analysis. If you take out last quarter there was $250m of revenue so wipe that out and we still have $1B + in bank and $6B market value. Assumes that no benefit from stockpiling, etc. We need to continue to service existing customers. Upside with 15% of world supply of neodymium doesn’t that price spike? What is that upside for us. Maybe we end up ahead if we can continue to supply the market and this is all part of battle between US and China where we benefit? Let’s put this in perspective.
Here’s my simple analysis. If you take out last quarter there...
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Last
$10.74 |
Change
-0.070(0.65%) |
Mkt cap ! $10.04B | |||
| Open | High | Low | Value | Volume |
| $10.76 | $10.88 | $10.71 | $32.09M | 2.974M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 10604 | $10.72 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.76 | 2500 | 1 |
View Market Depth
| Last trade - 16.14pm 30/07/2025 (20 minute delay) ? |
| LYC (ASX) Chart |