Down we go., page-51

China plant output was down about 30% because of power interruption caused by China's coal shortage. If they cannot produce what they are allowed to make how important is the Quota?

True bottoms and tops have very distinctive patterns. My policy is wait for those to show up and then wait for a 10 % change and buy or sell. Spend only a small amount of your time looking at Lynas! Watch things like Market sentiment. Cash flow in or out of market. It is highly unlikely Lynas will change until market does. Lynas went way higher than any measure of its fair value while market was optimistic. It is unlikely to reverse until the market is optimistic again. Of course if you want to keep trying to catch falling knives on way down that is fine with me. As I explained in another post stocks Like BHP up 6 % YTD and Rio Flat YTD Had great numbers in the three basic fundamentals. PE, Revenu to MC. MC/ book value. For Lynas all three are very bad. The Stock price has to go below AUD 4 before they come near traditional values. For record I am figuring that both profit will triple and Revenue will double in 2022. Book will go up about 20%. Lynas fundamentals will still not cover an AUD 8.00 stock price using traditional fundamentals. Especially in a down market.

Very interesting chart! Did you think at all about what we already know about 2022
Q1 and Q2? Sales were 203M You forecasted 873 for year that means they need more than 670M in the next 2 Qs! An increase of over 300% from Q1 and Q2. Next Going to Q2 report we can take the sales and subtract the expenses that impact profits. I do this and come up with 45 to 55 M in profits. Now for year you predict 469 M in profits so if I use 49 million for Q1 and Q2 that is 420 in profits in Q3 &Q4 an 8 X increase over Q1 and Q2. We should know if my numbers are close with the SAR. If in the mean time you want to show where your numbers came from I would like to see them. Very pretty char, you did well.