People I believe the publisher of any post takes some responsibility for accuracy even when posting data from other. I did not look at Birchcorps Adamus chart because they are always high. The chart Starts in mid Q2 Lymas's Q4. It starts with a price of US &70 and goes up steeply. Todays price is US $44.00 This is 38% less than The chart starts at. The average price for Q4 was 380 RMB WV for Q This is USD 52.00 / KG WV Removing vat is USD 46 Which is still a 35% higher than spot price. I expect Birchcorp to come back and give his usual reason for not using SMM. I do agree with many of his arguments. If he wants to do this that's OK. I have asked him many times who we should use and why are they better. So far he has never answered. Does he know who Adamas uses? JMO since SMM is the standard in spite of problems with them they use SMM.
If you want to use charts that do not even have start point correct That is your choice.
Even this bad chart does not show Lynas able to make a profit that would justify a Price of AUD 6.00 at a PE of 30 till early 2026 With lags from REE price change to reported profits Unlikely that 2026 AR would show a EPS of AUD 0.20. with these REE prices.
LYC Price at posting:
$6.51 Sentiment: Sell Disclosure: Not Held
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