Decent chance for current Q to beat the previous one on revenue basis. Data Feb inclusive - in my data we average 40% of our quarterly revenue in the 3rd month. Jan-Feb revenue is sitting at Au$148m.
Important note in regards to weakness in NdPr (largely driven by speculators post Elon's comments): we should not forget we have the benefit of economies of scale. I'm suspecting we are near NEXT rate production for the quarter:
Graph illustrating rough half-year NdPr production rate (left, in t) and cost of production (here 'cop', in AUD). All calculated from real data. Current (China) NdPr price is ~AUD103.
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Last
$8.88 |
Change
-0.320(3.48%) |
Mkt cap ! $8.306B | |||
| Open | High | Low | Value | Volume |
| $9.44 | $9.44 | $8.86 | $61.13M | 6.800M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 225 | $8.88 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.91 | 24100 | 1 |
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| Last trade - 16.11pm 27/06/2025 (20 minute delay) ? |
| LYC (ASX) Chart |