I was going to post this article you are correct it is important. It needs careful study. Here are a few comments I was going to make when I posted it.
I have been saying for several months that I do not think Low prices are China's manipulations but Market forces. Think what this does, it raises prices. Why would China do this if they wanted lower prices to hurt non Chinese producers?
Even if prices go up NeXT week for REE This is unlikely to help Revenue and profits in the 2025 AR. Look at the chart in the article prices for all REE product dropped dramatically At end i will again show my two year NdPrO chart.
What price do you think Lynas needs for NdPrO to make a profit that supports a SP of AUD 7.00 at a PE of 30. To do this they. Need EPS of $0.23. Most estimates for TMM EPS after 2024 AR are $0,07 ~ $0.14. Here is Yahoo's current poll of 15 analyst. https://finance.yahoo.com/quote/LYC.AX/analysis/ EPS estimates Low USD 0.5 Mid $0.15 high $0.17 i think the AR will show these are high. If they were AUD I would say they are very close.
I was going to post this article you are correct it is...
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Last
$6.06 |
Change
0.140(2.36%) |
Mkt cap ! $5.664B | |||
| Open | High | Low | Value | Volume |
| $6.02 | $6.12 | $5.97 | $11.52M | 1.904M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 12791 | $6.04 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.07 | 13019 | 2 |
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| Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
| LYC (ASX) Chart |