LYC 0.65% $6.11 lynas rare earths limited

Ce, La, Nd, Pr all down in sales price since the forecasts used...

  1. 154 Posts.
    Ce, La, Nd, Pr all down in sales price since the forecasts used in the Cap Raise documentation to get to Lynas management break even*. Japan now officially in recession.

    My modelling allocated a 15% chance Lynas would survive to Easter. I'm now dropping that to 7.5% chance.

    * I'm not even touching the other ridiculous assumptions in their modelling. Just sales price of output.
 
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