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.
Deciphering Lynas, page-394
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$6.51 |
Change
0.170(2.68%) |
Mkt cap ! $6.085B | |||
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| $6.52 | 20817 | 3 |
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| LYC (ASX) Chart |