LYC target SP, page-56

Good post but even I am not worried yet. prices though falling are falling slowly. It is important to rember The major points where REO prices change Lynas's performance. From my Post #: 52415830 In post I gave range in $ here I will give center point in RMB including Vat. I would use 10% for a range if you want to.

Cash flow from positive to negative. 480 RMB. They have 500M cash on hand so negative cash flow is in plan.

Profits. go negative. 310 RMB Note most of 2025 plan expenses will be CAP EX so big difference between cash and profits.

So these are my guess. If I am correct than price have to fall allot more before we see a big change in Lynas finatial performance. At current rate of decline we have time to watch and think. Things can change for example these number are based at Lamp running at 75%, covid, they go to 100% numbers go lower.

In my post above I said 4.25 for SP it should have been 2.25 my bad.

This is fun so many variables changing it is hard to guess. Keeps an old mans mind working.