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LYC

0.90%

$7.70 lynas rare earths limited

You have been criticised for a lot worse than that you tosser :)...

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sweatysock

502 Posts.

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18/08/24

02:19

Post #: 75254597
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Originally posted by ContraryJ: ↑

I have been criticize for posting know data to often. I do this because it makes the data much easier to understand and visualize. I justify this by Lynas's own actions. For many years Lynas always publish a production chart. Q3 2020 the chart showed clearly that production was not meeting anything promised by NEXT PG 7 https://wcsecure.weblink.com.au/pdf/LYC/02224842.pdf following Q chart was gone. https://wcsecure.weblink.com.au/pdf/LYC/02257313.pdf

Cash on hand was growing dramatically so that became the focus. Production is still published but only tables it is always mentioned but briefly with careful emphasis on how it might improve which it will not. Often the easiest way to spot problems is by focusing what just disappears with little mention. Just for reference here is the chart from Q1 2015 to Q4 2024 the tremendous growth in output, then the total stall. Take a good look and figure out what this may mean if REE prices stay low for another 6 to 12 months. With very low profits we will see cash on hand decrease quarterly just to meet daya to day expenses not CAP X. I wonder what they will emphasis next to keep many happy

Two historical charts that say a lot about the future unless they have dramatic changes very soon! Think they will explain why.

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You have been criticised for a lot worse than that you tosser !!!!!!!!!

Stick to just posting data and we can all be happy.

LYC Price at posting: $6.25 Sentiment: Buy Disclosure: Held
4 Upvote

1 Great analysis

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