LYC lynas rare earths limited

Deciphering Lynas, page-834

  1. 8,364 Posts.
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    Question if the collective conscious is to walk in front of a rapidly moving Semi truck does that mean I should do it as well?

    Here are a few other things for you to considered. SP usually tracts Earnings On Nov 9 2022 SP was AU 9.00 so stock is down 22%. 2022 AR earnings were 060, 2023 0.34 down 43%many think stock is oversold I do not. SP usually track earnings somewhat closely. Lynas SP is not even close. JMO earnings will be red in 2023 AR/ I do not see any chance of black with low REO prices and a 6 week shut down. Disagree say why. 6 weeks is 23% of the 26 weeks in a half. Look at NdPrO prices and figure out impact on earnings JMO it is very ugly. Of the "consciousness" is not a big problem. Hope you survive the truck hitting you.

    https://hotcopper.com.au/data/attachments/5723/5723374-7522e32c30da11bf545c93cf77187ccb.jpg
    When REE prices were going up rapidly the "consciousness" was every change in revenue went right to bottom line. Yet somehow the "consciousness" does not see this with REE prices going down. Can you explain why?

    I do not expect a replym you seldom do when it takes thinking beyond the "consciousness"
    Last edited by ContraryJ: 10/11/23
 
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