LYC lynas rare earths limited

To all the above. The 30 year Graph says nothing. Every company...

  1. 8,333 Posts.
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    To all the above. The 30 year Graph says nothing. Every company changes. The two year graph of REE prices says a lot about the Environment Lynas is now operating in, it is very bad for Lynas. Even worse is the fact the that profits are falling rapidly in this environment From $294 Million in 2nd half 2022 to $6 million in 1st Half of 2025, 98% in just 30 months. I have asked this many times and no one has even attempted to answer What economic forces do see creating demand to absorb the output of the 50 SX lines China has built and is putting on line? Wind and EVs are way below optimistic prediction of just a couple of years ago.

    There are many posts on this board to What different government actions may do to raise REE prices. I would never buy a company that needed government intervention to survive. Government help is fine but if they are dependent on it stay away. When do you all think Lynas will make AU 50M, That would still mean a PE of 50M/ 935M shares= EPS of 5 cents which give a PE of $7.00 / 0.05 =140. they have a long way to go. THAT IS LOOKING AT FUTURE BASSED ON TODAYS DATA.

    https://hotcopper.com.au/data/attachments/6858/6858377-f8dc0d80796ecc5f7a071d6815a97bc8.jpg



    https://hotcopper.com.au/data/attachments/6858/6858375-c1de54f17cfb5bdc05841f6c115e808b.jpg
    Yet again you take some small items and declare "here goes Lynas". How many times do you have to be wrong before you take time and wait.

    You are correct it did pop nicely at opening because of people like you buying. By end of day up 1 cent 0.14%

    Start tempering your optimism by studying history and the impact over time of poor operating fundamentals.
 
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Last
$9.34
Change
-0.210(2.20%)
Mkt cap ! $8.788B
Open High Low Value Volume
$9.55 $9.56 $9.33 $22.88M 2.416M

Buyers (Bids)

No. Vol. Price($)
8 3354 $9.34
 

Sellers (Offers)

Price($) Vol. No.
$9.35 8464 32
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Last trade - 13.42pm 19/06/2025 (20 minute delay) ?
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