LYC 2.86% $6.11 lynas rare earths limited

paterson's latest lyc report, page-41

  1. 19,584 Posts.
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    Lol Jan, nodded off and you beat me to it! Looks like we nailed most of the same inconsistencies. Debt includes Mt Kellet bonds until conversion, which then will be further dilution. Basic difference is a $1.5B val gap in Mt Weld/LAMP leading to $2.08 v $1.39.

    Getting up early for Molymess live stream next Sat?
 
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