LYC 0.00% $6.40 lynas rare earths limited

assistance regarding current basket price, page-33

  1. 8,916 Posts.
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    JPM may not have updated their numbers then :-)

    Read the latest report - Sojitz is 5.25 above LIBOR and withstood tax of 10% on interest is paid for by LYC.

    $200m at 7% = $14m interest plus the 2.xx% on Mt Kellet about another $5m. I think best past of $20m.

    Maybe JPM are nor using the latest report for their analysis?

    Does anyone have their own value having read the LYC reports?
 
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