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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3.39%
!
$7.31

Restate In-Ground Asset Value, page-3
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Last
$7.31 |
Change
0.240(3.39%) |
Mkt cap ! $6.832B |
Open | High | Low | Value | Volume |
$7.00 | $7.31 | $6.97 | $36.28M | 5.040M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 250 | $7.27 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$7.31 | 32908 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 250 | 7.270 |
1 | 279928 | 7.250 |
1 | 3000 | 7.100 |
2 | 2000 | 7.080 |
1 | 3000 | 7.070 |
Price($) | Vol. | No. |
---|---|---|
7.330 | 360 | 1 |
7.340 | 1995 | 2 |
7.350 | 5100 | 2 |
7.360 | 1541 | 1 |
7.380 | 3000 | 1 |
Last trade - 16.10pm 04/04/2025 (20 minute delay) ? |
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LYC (ASX) Chart |
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AUK
AUMAKE LIMITED.
CEO Hai Yun Chen, Non-Executive Chairman Anthony Noble
CEO Hai Yun Chen
Non-Executive Chairman Anthony Noble
SPONSORED BY The Market Online