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$6.66 lynas rare earths limited

Deciphering Lynas, page-667

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mikaj

993 Posts.

2225

31/07/23

09:30

Post #: 69070097
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Originally posted by mikaj: ↑

Revenue guidance for Q4:

Y-axis: AUD millions
X-axis: calendar year quarters (ie 2023 Q2 = FYQ4)
Blue column= revenue projection
Purple column= reported revenue

Revenue guidance for FY23 Q4 is AU$204 million, some $54million above UBS estimates. How an analyst firm can get estimates so wrong is beyond me.. If in the ballpark, then this points to a significant upside surprise (Monday).

Important note: over a full year, my guidance is generally spot on, while there can be significant errors during shorter timeframes (e.g. months/quarters - as you can see in the graph). But, numbers are real, not made up, differences are predominantly due to timing of reporting.

DYOR

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Updated with QR numbers - lower than my data suggested, and credit where credit is due, UBS was closer than I expected..

LYC Price at posting: $6.56 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $6.66		Change 0.030(0.45%)		Mkt cap ! $6.225B

Open	High	Low	Value	Volume
$6.65	$6.69	$6.60	$20.72M	3.111M

Buyers (Bids)

No.	Vol.	Price($)
1	7060	$6.66

Sellers (Offers)

Price($)	Vol.	No.
$6.67	15123	2

View Market Depth

No.	Vol.	Price($)
1	248	6.650
1	3750	6.620
9	12321	6.600
1	5200	6.590
3	3555	6.550

Price($)	Vol.	No.
6.680	1383	1
6.690	7033	2
6.700	9817	5
6.710	1500	1
6.720	3760	2

Last trade - 16.10pm 07/06/2024 (20 minute delay)


Last $6.67			Change 0.030 ( 0.27 %)
Open	High		Low	Volume
$6.64	$6.69		$6.61	979499
Last updated 15.59pm 07/06/2024 ?

LYC (ASX) Chart