The big issue with the market's view of Lynas is the total uncertainty around the future basket price.
Is it going to be $30/kg or $200/kg?????
NOW - how about Lynas goes and converts its current suite of contracts - struck with reference to the prevailing spot price at the time of deliver - to FIXED PRICE CONTRACTS AT $90/kg FOR THE BASKET.
That would give you some more certainty into the DCF. And would guide you to a BIG BIG NUMBER.
Could it be done? Buyers want CERTAINTY OF SUPPLY above all else. Presumably they also see a risk that prices will spike higher for many years to come??
If there is any justice in this world, this post will also get me to the top of the THUMBS UP queue.
how to get lynas to $8/share in one easy step
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Last
$7.88 |
Change
-0.210(2.60%) |
Mkt cap ! $7.365B | |||
| Open | High | Low | Value | Volume |
| $8.03 | $8.03 | $7.84 | $18.89M | 2.393M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2122 | $7.88 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.89 | 19791 | 5 |
View Market Depth
| Last trade - 16.10pm 11/11/2024 (20 minute delay) ? |
| LYC (ASX) Chart |