LYC 0.39% $7.75 lynas rare earths limited

overweight call, page-5

  1. 8,917 Posts.
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    '..I and many many others are looking at the SP to be between 75- 1.50 at end of 12 months..DYOR'

    Seriously now, it is fine to live in hope. But to achieve a SP of $1.50 would suggest some very large profit numbers, in the region of $300/400 millions.

    This would need phase 1 and 2 work pretty much at full blast, no production issues, no maintenance down time, $15 per KG COP, and 100% product sold at above Chinese domestic prices.

    Wish you well, but just don't see it with the current metrics.

    Using my wish list above I'd estimate a SP of about 50 - 80c.
 
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