LYC lynas rare earths limited

Will comment more on this after Q4 and SAR are out. Looks high...

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    Will comment more on this after Q4 and SAR are out. Looks high to me. why do you continue to us AU$ with VAT for NdPr prices when the whole world, ex China, including Lynas in all there documents and CCs uses USD NV? are you trying to confuse people? Also the 2022 AR is out and the 2023 SAR is out why not use real numbers yours are low. this does make your prediction for future look better.
    2021 from 2022AR Revenue $490M $Profit 157M
    2022 AR https://wcsecure.weblink.com.au/pdf/LYC/02558707.pdf Revenue AU$ 920m Net profit $540
    2023 SAR https://wcsecure.weblink.com.au/pdf/LYC/02636506.pdf H1 revenue AU$370, Net profit $150M

    Should you not at least use the latest publish data from Lynas?

    Here is what I think your charts say, correct me if I am wrong For revenue lets use SAR + Q3+ Q4
    For profits use AR
    For SP use 3 weeks after AR release. Explanation SP bounces a lot for first few weeks after any major announcement, let it settle.
    I used your worse case numbers so it should be easy to beat them.

    https://hotcopper.com.au/data/attachments/5341/5341271-0ca4ef629e0a4d5e3c8deb637cff9061.jpg

 
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