interesting as shown Lynas is down since Q report Yet all major indexes are up. Especially since DJ took office.
ASX 200 Jan 17 $ 8,1310 jan 23 $8378 +2.4% S&P 500 jan 17 $5996 jan 22 $6086 +1.0% NASDAQ jan17 $ 19,630 jan 22 $20,009 +1.0% LYC.AX jan 17 $7.09 Jan 23 $6.63 - 6.5%
Now there could be many reasons for this what do some think it is? JMO the Q report was not verry good. If the SAR shows Earnings EPS of $0..04 or less which I think it will this trend will continue $0.05 or better it may reverse. The only good news in Q2 report was revenue went up to AUD 141 M from $120M in Q1. Q average is bigger than 2024. Q1 2024 $128.M, Q2 $112M, Q3 $101M Q4 $136M = $477M / 4 = $119M Average so far for 2025 is Q1 $ Q1 120 M, Q2 $141 M =261.0M /2 = 130.5 M so revenue is up. Will this be enough to move EPS to 5 cents hard to tell because expense have gone up, There are expenses, like depreciation, that do not show up on Q cash flow report. We will see.. The accountants can do wounders with things like CAPX , reserves and other expenses but not for long there are limits.
Most likely Source of increased revenue was Ce. Its price has gone up 5% over last 6 months While La and NdPr have gone down. Also The % of NdPr Lynas has shipped went down to about 50 % from 70% in Q4 2024 Rare Earths prices, news and research - Asian Metal
LYC Price at posting:
$6.63 Sentiment: Sell Disclosure: Not Held
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