In post 69050484 you suggested (graph) that Lynas break-even NDPrO price was about US$56.
We now see that at a price of US$50 for the Q Lynas achieved a very positive cashflow with a margin of about $80m on receipts of $189m.
It's clear your estimate was seriously wrong and the break even point is actually around $30 per kg.
We all know cash flow and profit are distinct but even so, your analysis is incorrect to the Lynas downside.
In post 69050484 you suggested (graph) that Lynas break-even...
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Last
$6.56 |
Change
0.090(1.39%) |
Mkt cap ! $6.131B | |||
| Open | High | Low | Value | Volume |
| $6.53 | $6.58 | $6.51 | $14.95M | 2.285M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1500 | $6.54 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.56 | 6919 | 1 |
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| Last trade - 16.10pm 03/05/2024 (20 minute delay) ? |
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Last
$6.55 |
Change
0.090 ( 1.39 %) |
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| Open | High | Low | Volume | ||
| $6.53 | $6.58 | $6.51 | 732559 | ||
| Last updated 15.59pm 03/05/2024 ? | |||||
| LYC (ASX) Chart |