Just a brief update. NdPr sales price (ASP, Sept inclusive, AUD) vs Chinese spot:
Our sales price is currently hoovering around spot ($98 vs $101), meaning our price model bottomed out in August. Based on this and expected production rate/inventory, I expect (in very approximate terms) the coming quarters to look something like this in our reconfiguration phase:
December/March Q: ~800t production, 1,200t sales, ~$130m revenue
June Q: ~1,800-2,000t production, 2,000t sales, $230m ~revenue
FY25: >2,000t production/sales, >250m revenue/Q
These are low end figures. NdPr price for current Q is already more or less set at ~$100, so question is more about how much we have in inventory to sell.
- Forums
- ASX - By Stock
- LYC
- Deciphering Lynas
Deciphering Lynas, page-777
- There are more pages in this discussion • 431 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LYC (ASX) to my watchlist
(20min delay)
|
|||||
Last
$6.97 |
Change
-0.010(0.14%) |
Mkt cap ! $6.514B |
Open | High | Low | Value | Volume |
$6.97 | $7.02 | $6.93 | $23.44M | 3.457M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 55015 | $6.97 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.98 | 4718 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 4556 | 6.960 |
5 | 7323 | 6.950 |
2 | 11701 | 6.940 |
7 | 79890 | 6.930 |
5 | 26919 | 6.920 |
Price($) | Vol. | No. |
---|---|---|
6.980 | 4718 | 3 |
6.990 | 19037 | 7 |
7.000 | 60404 | 11 |
7.010 | 15928 | 4 |
7.020 | 13665 | 4 |
Last trade - 16.10pm 17/05/2024 (20 minute delay) ? |
|
|||||
Last
$6.97 |
  |
Change
-0.010 ( 0.01 %) |
|||
Open | High | Low | Volume | ||
$6.96 | $7.02 | $6.94 | 528721 | ||
Last updated 15.59pm 17/05/2024 ? |
Featured News
LYC (ASX) Chart |