LYC 3.34% $6.34 lynas rare earths limited

lynas now generates 338.1 mio. cashflow!

  1. 927 Posts.
    Hello dear lynasinvestors,

    we focused until today on lynas basket prices. But that was not really adequate, as we have the numbers to get a real clue of what lynas is earing now:

    Lynas sells not pure oxides in phase one. They sell:

    2.600t of Cerium Carbonate
    1.350t of La____ Carbonate
    4.000t of Ce/La_ Carbonate
    2.700t of Nd/Pr_ Oxide
    __ 50t of Pr.____ Oxide
    _ 430t of SEG + Heavys

    And this stuff is in fact not exactly what we saw on lynas webpages and what we all (me too) had calculated here time over time. We focused on the "pure" Oxides FOB China. Now it is time to have a differentiated few and look what we really get actually with FOB China prices for our Stuff as stated above:

    2.600t of Cerium Carbonate gives____15.6 Mio. US$
    1.350t of La____ Carbonate gives_____9.5 Mio. US$
    4.000t of Ce/La_ Carbonate gives____48.0 Mio. US$
    2.700t of Nd/Pr_ Oxide____ gives___170.0 Mio. US$
    __ 50t of Pr.___ Oxide____ gives____45.0 Mio. US$
    _ 430t of SEG + Heavys lets assume_50.0 Mio. US$
    ------------------------------------------------------------------------
    _______________________________ 338.1 Mio. US$ p.a.!!

    Till today i thought this Mixed stuff and this carbonates are much cheaper than the pure oxides... but thats not overall the cases. As we can see taking the real stuff we sell, we get with phase one alone 338 Mio. Cashflow now! Wow, i am really exited! Didnt know that this Mixed stuff and this carbonates are sometimes even more expansive that the single oxides...

    The prices of the stuff above is taken from http://www.metal-pages.com





 
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