LYC 4.18% $7.72 lynas rare earths limited

get some aussies over there fast!!!, page-25

  1. 1,648 Posts.
    Fair to say, some facts that can,t be changed and can't control by Lynas.

    such as:
    Lynas can't change the resource's nature(basic Geology ), not lucky as "ions" rare earths, nor lucky as as "heavy rare earths" class, this is the fate;

    Lynas also could not grasp the pricing of rare earth prices, only follow.

    the only Lynas can control and optimized to improve what are production costs and administrative expenses, and that is the most fatal flaw for Lynas.

    Q3 2009, the basket price was only $9.41, but "the forecast operational cost of US$5.65/kg +/- 10% final product, which covers the cash operational costs from mine to final product. "

    a 40% margin rate.

    Lanthanum Oxide 5.75
    Cerium Oxide 3.92
    Neodymium Oxide 14.50
    Praseodymium Oxide 14.50

    Q4 2013, the basket price was $21.25/kg. + 126%(Vs 2009)

    Lanthanum Oxide 4.23, -26% (Vs 2009)
    Cerium Oxide 4.17, +6% (Vs 2009)
    Neodymium Oxide 54.04, + 273% (Vs 2009)
    Praseodymium Oxide 95.07, +556% (Vs 2009)

    but how about "the cash operational costs from mine to final product"?
    but how about margin rate?
 
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