Deciphering Lynas, page-1147

I agree that ACID will not be a problem. they may have to pay a little more. JMO that increase will be much less than 1% of total COP.

I do have a major problem with your list. Everything on it will impact SP but only a very small amount. Right now the biggest impact is REE price. That times volume impacts revenue. In the ground REE is worthless. Its value is what it can be sold for minus all the costs to produce it. Current prices severely limit Sales price Your list does increase COP some. But compared to the sales price dropping from over 1000 RMB WV to less than 400 RMB WV. The impact is small. REE has dropped about 60% SP has dropped from over AU$ over 11.50 to $6.00 just under 50%. Plus the emotion for green stocks has left. Not hard to figure out the SP can go a lot lower. BIG question is how much and that is for each person to figure out if they want to except that risk by continuing to hold or maybe even buying some.

I find it very interesting that when REE prices were going up there were multiple posts every week about how prices increases would go right to bottom line and how much that would raise the SP which it did. these post also received many upvotes and great analysis. Now that prices are going down everyone seems to forget or just wants to ignore this direct linkage between REE price change and SP.

COP has dropped 2023 SAR COP was 185M to produce 3,5 KT of REEO, 2024 159 M 3.6 KT of REE I point out that KAL COP is not included in this because it only produced a little in Dec.
Admin cost have increased from 30M in 2023 to 40 M in 2024. Look care fully at PAGE 17 and note 2 in SAR if you want to know more about cost changes.