if "optimising production" can achieve the full cost to A$14(once Lynas expected an ideal cost would be 14 to 15 when on the phase one + two capacity).
then if assume "the basket price" at 25, earnings 11 /per kg.
11000T = 11 million kg X 11 = 121 million,
shareissue 1960 M, PE10,
0.62c
at the current Lynas shareprice(51.5c) is undervalued even if only on the phase one production capacity.
no need too much theory arguements, simple is best.
News: Lynas to cut costs , page-31
-
- There are more pages in this discussion • 24 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LYC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$6.35 |
Change
-0.050(0.78%) |
Mkt cap ! $5.935B | |||
| Open | High | Low | Value | Volume |
| $6.46 | $6.47 | $6.34 | $19.83M | 3.109M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 11865 | $6.35 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.36 | 3637 | 1 |
View Market Depth
| Last trade - 16.10pm 15/07/2024 (20 minute delay) ? |
| LYC (ASX) Chart |