Deciphering Lynas, page-437

Interesting that you ended your charts in March ~ April when prices were ~ 50 % higher than to day. Again you change to AU$ no Vat when everyone including Lynas in all the Q, SAR and AR reports uses US$ NV. To days spot market price in US$ NV is $62.00 / KG. Can you give a link to anybody else that uses AU$ other than you?

As far as production cost it is not inventory build which any one that knows accounting would know. Inventory is a credit on balance sheet. Usually at either the current sell price or cost to produce lots of rules which i will not explain now you can google it.. Which means it does not change cost. Go back and look or listen to SAR CC, the questions section. Two individuals asked about this and Al did a good job of explaining it. To calculate FY 2023 Earnings understanding this is important . It was why H1 '23 was AU$ 5 Million less than H1 22 in spite of higher revenue. H1 2023 AU$ 370 M - H1 '22 $315M says Revenue went up $ 55 Million and profits went down 5 M How does that change your ideas? Did you even comprehend what was being said in SAR CC?