IMO, you cannot produce all that output - the measured resource in one year. Not all the measurable resource will also be recoverable because of capex requirements (investment needs to meet IRR), You then need to use a discounted cash flow model to determine the discounted profit level to translate to a SP. I agree the SP is undervlued but believe its best possible outcome is to reach 30 cents by mid next year.
Valuing resources is quite risky - BHP has 300 billion tonnes of iron ore in the Pilbara. At that resource you would think its share price would be massive - ultimately it is what you mine, the capex and opex costs associated with that in the next 5 - 10 years which determine value. Discounting the revenue stream after that doesn't add much to the share price given the discount rate used in this industry - it is expectations of future profit that drives SP growth. The value for LYC is what a third party is willing to pay.
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LYC
lynas rare earths limited
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3.21%
!
$7.07

Restate In-Ground Asset Value, page-3
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Last
$7.07 |
Change
0.220(3.21%) |
Mkt cap ! $6.608B |
Open | High | Low | Value | Volume |
$6.80 | $7.24 | $6.77 | $32.24M | 4.565M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 7124 | $7.06 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$7.08 | 25117 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 7124 | 7.060 |
5 | 19774 | 7.040 |
2 | 11705 | 7.030 |
3 | 63871 | 7.020 |
1 | 5998 | 7.010 |
Price($) | Vol. | No. |
---|---|---|
7.080 | 25117 | 3 |
7.090 | 390 | 1 |
7.100 | 452 | 1 |
7.110 | 3381 | 4 |
7.120 | 10405 | 1 |
Last trade - 16.10pm 03/04/2025 (20 minute delay) ? |
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LYC (ASX) Chart |