My take on lynas after reviewing their Dec Q cashflow activity
COP $14-$15 per kg at nameplate capacity 22000 ton pa
Add on admin, their estimate for the current Q $15.8m rounded say$16m or $64m pa
Therefore admin overhead costs = $ 2.90 kg say $3
Add to COP ($15)= $18KG price received on sales last Q $22.48 kg.
A 25% return on $18 cost!!!!
However that is on full nameplate production pa
They need 80% of full production to breakeven on the above figures.
At the moment they are producing 741 ton (Dec Q) or 3000 ton pa and have stated that earliest full production now expected june Q.
They have a long way to go to reach breakeven at 4400 ton a Quarter and hence why their share price.
cost per kg, page-13
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