LYC 4.18% $7.72 lynas rare earths limited

Deciphering Lynas, page-434

  1. 7,657 Posts.
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    Cannot access the site. Even after logging into SWS. There is a common fault in all their annalist. It uses 12 month trailing analysis! This means it is using the great numbers from H2" 2022 and H1 2023 For H2 2023 Lower REE prices means Revenue will be down- 50% and earning down more than that. So do a little very simple math assuming Lynas makes NEXT rates. Substitute those numbers into SWS analysis which will be what it will be in just a few months.

    What they did is fair and they state clearly what they did. It is up to the reader to decide if they agree with the logic.
 
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