LYC 1.17% $6.74 lynas rare earths limited

sales revenue will be +billion dollars, page-2

  1. 10,596 Posts.
    lightbulb Created with Sketch. 6071
    Yes, it's a no brainer.
    They/we will make lots of profit.
    My estimate of earnings follows;

    Assumptions:
    1,750,000,000 shares on issue including options,
    $9 per kilo production costs ( company argues for $7)

    Negative impact on figures below for Rhodia contract at following assumptions.
    4000 tonnes at $15 per kilo for Rhodia less 14.9 cents per share at $80

    @$80 =89 cents per share less rhodia approx =74cents per share, 3rd quarter next year ... hence, PE 10 = $7.40 share price ( I'm biased as I own but the figures are reliable given the assumptions.)

    Those were my comments :)

    and RE prices will continue to rise, in fact jump come Chinese new year, IMO
 
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