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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2.97%
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$6.85

Restate In-Ground Asset Value, page-3
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Last
$6.85 |
Change
-0.210(2.97%) |
Mkt cap ! $6.402B |
Open | High | Low | Value | Volume |
$7.10 | $7.16 | $6.84 | $14.46M | 2.086M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 8263 | $6.85 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.88 | 11830 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 8263 | 6.850 |
3 | 12301 | 6.830 |
4 | 12893 | 6.820 |
3 | 9932 | 6.810 |
11 | 42797 | 6.800 |
Price($) | Vol. | No. |
---|---|---|
6.880 | 11830 | 3 |
6.890 | 11893 | 5 |
6.900 | 8412 | 1 |
6.910 | 18768 | 1 |
6.920 | 22904 | 2 |
Last trade - 16.10pm 02/04/2025 (20 minute delay) ? |
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LYC (ASX) Chart |