LYC 2.37% $7.78 lynas rare earths limited

jokes apart - my theory, page-38

  1. 5,436 Posts.
    ausheds : "they need the LAMP producing on spec material to fill off take agreements,"

    'Lynas got a sale for what ever is produced "

    Has Lynas ever disclosed the contract of sale ?
    What price does Lynas expect to get for "all that is produced" ? Confidential ?
    Can lynas run a business at a profit where COP is less than the sale price of the product ?

    Or is lynas/ Lamp out to please by producing spec material to fill off take agreements, ?
    Can we do it ? YES WE CAN

    Is LYC investment something similar to a "reverse mortgage" ?
    Lets say "REVERSE DIVIDENDS" where capital is raised by the shareholders half yearly.
 
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