LYC 2.86% $6.11 lynas rare earths limited

something does not make any sense, page-17

  1. 19,584 Posts.
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    Always had you figured as a closet Lynashead Warnie, lol.

    I'm a tad more conservative on the numbers & timeline basing on JPM forecasts but not too hard to see it moving up into the next trading level, say 75c/105c, later second half.

    Provided demand proves solid, Feb 2014 6 months earnings Ann showing positive cash flow SB the trigger for re rating. Hopefully China/ROW industrial production numbers will be showing some healthy growth by that stage.
 
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