LYC lynas rare earths limited

This articles has so many errors and confusing statement I...

  1. 8,488 Posts.
    lightbulb Created with Sketch. 530
    Please explain where I was wrong! Lots of words but no specifies at all
    2022 Profit AUD 586M
    2023 profit $ 310M.
    2024 profit $72M
    2025 first half $5.9M

    if you prefer charts to tables here it is in chart form for yearly profits add Q2 to Q4.
    https://hotcopper.com.au/data/attachments/6963/6963461-f8dc0d80796ecc5f7a071d6815a97bc8.jpg



    This articles has so many errors and confusing statement I cannot even figure out when it was written. I will take a couple from highlights from his summery

    Revenue grew 40.6% y/y. This makes no sense .
    Revenue was 2022 AUD 944 M. 2023 $775M, 2024. $477M Please tell me when Revenue Grew at all negative for 30 Months. One exception it did grow Q1 2025 to Q2 2025 $101M to $141 M This was 40% but he said Y/Y If you use Q2 2024 to Q2 2025 $121M Which would be Q Y/Y Then it would be 21% . So yes revenue Did go up but not when he says so who knows. What is interesting is looking at first half 2024 to first half 2025. Revenue went from $ 240M to 242.4M Which is a small gain Unfortunately Profits dropped from $39.M to $5.9M I will agree That revenue is important but I consider profits more important and I do not see them any where in summery. This tells me a lot. The profit drop also confirms that as 1.6B in cap X starts depreciating Expenses will sky rocket decreasing profits for many years.

    Lets jump down 2 summaries. The one between does not say much. IF any one knows what Tariffs and restrictions will be in 3 Months or a year I would like them to tell me. I guess you could rely on Garth like some do.

    Again he talks about Revenue Says it grew 8.3% to $254M This disagrees with his first Statement of 40%. This in itself should be a big clew.
    Also when did it ever =$254M so again here are the yearly revenue numbers 2022 = $ 994M 2023 =$775M, 2024 $477M Can some one please explain to me what he is talking about? So I can understand? I will gladly admit my error.

    This person does not show any affiliations with any institution. HE is just a random person on seeking alpha that is very confusing at best. If not totally wrong. Why is he so important that multiple people have posted this on multiple threads See Pout Post #: 78807603 on the LYC article thread.
    Do either of the posters or the many likes and few great analysis have any idea What Lynas Revenue and Profits are over last few years.
    Compare any data you want 2022 was a high and it is been consistently down since then. It goes on and on. In text he says he has not published in a year. so it is a comparison with 2024. Now he says returns with are profits not revenue.

    At end he says how great he is and all his experience but never even gives a clue for where he worked. JMO Based on article I have my doubts he has any experience.

    I have posted the following chart way too often but it is becoming clear no one cares or is capable of understanding how Revenue and Profits are important. In spite of many 21 likes and 2 great analysis on this article about revenue. 21 likes combine both posts. I do know that half 1 2023 porifits were $150M and went up half 2 to $160M. But looking at things in total All I see is down. Down a lot about 98% using 2 X half 1 2025.

    https://hotcopper.com.au/data/attachments/6963/6963471-f8dc0d80796ecc5f7a071d6815a97bc8.jpg

 
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