Tick...Japanese with all their earthquake problems still put up the $250m for LYC phase 2
Tick...first feed from concentrations plant this week.
Tick...Crown deal dead never again to see light of day except for LYC $50B in ground resource for once LAMP successfully producing.
Tick...brokers upbeat valuations GS $3.75, Patersons $2.95 based on LT REO basket price of only $40, currently $163...you do the math if proves to be a permanent or even semi permananent shift in basket price due to the demand-supply-Chinese forces then running $160/kg long term equates to an NPV of $13.60 per share. Even running at half that level ($80/kg) equates to an NPV of $6.50 per share.
Pending positive outcome...by 30 June Malaysia hand picked environmental panel give the green light to LAMP.
Pending positive outcome...strengthen board governance with 2 independent directors with shareholder association allegiance.Timeline: ASAP
Pending positive outcome...LAMP first production Sept11, 18 months + jump on non-global competitors!
Pending positive outcome...LAMP phase 2 production 22,000 tonnes pa. Happy days.
Pending positive outcome...Crown start development under LYC control with synergies from phase 2. Happier days.
Crystal Ball...BHP / Rio in bidding war for LYC...or is LYC now cashed up ready to take them out!!
IMHO only. Good luck to all.
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Tick...Japanese with all their earthquake problems still put up...
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Price($) | Vol. | No. |
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