So as I suspected you have no idea of history and do not...

So as I suspected you have no idea of history and do not understand DOT COM at all. Did you think DOT COM happened in 1899? so first you do not know what AUD means. then you do not know how to compensate for severe stock dilution when looking at old prices. then you say balance sheet info is unimportant. But you claimed to be a seasoned investor. I hope you learn something watching Lynas over next 8 to 12 weeks.

Lets talk a little about basics. Lynas closed Q3 with AUD 124M in cash what do you think they will close Q4 with? Do you expect an impact on SP with Q4 report? In 2019 they had an operational profit of about 37M and total profit of 80 M do you know why the big difference? What do you expect for 2020 and do you think that will move stock up or down?

I expect a major doward plunge from the combined effect of Q4 and AR. The only thing i am not sure of is we see most of it with Q4 and just a little with AR or the opposite, or a even split.

To help you out with CASH and NPAT profits I will give the following references with them you should be able to get pretty close. to both.
https://hotcopper.com.au/threads/ann-partial-conversion-of-bonds-and-appendix-3b.5179273/

https://hotcopper.com.au/threads/ann-quarterly-activities-report.5188156/ Pay particular attention to the sectionn labeled ACCELERATED DEPRECIATION ON CRACKING AND LEACHING ASSETS botom page 8.

https://www.lynascorp.com/wp-content/uploads/2020/01/200130-PDF-for-WLP-Residue-2023749.pdf I will give you a clue AL told us the exact price was 400M RMB. if you want to know exact numbers convert everything to RMB and then use AUD RMD ex rate at time of payments. I posted this a few months ago if you want to find it but Easier to just do it I think.

https://www.lynascorp.com/wp-content/uploads/2020/03/200323-Temporary-Halt-of-Production-at-the-Lynas-Malaysia-Plant-.pdf

https://www.lynascorp.com/wp-content/uploads/2020/04/200415-Quarterly-Report-March-2020-2053336.pdf

https://www.lynascorp.com/wp-content/uploads/2020/05/200504-Lynas-Malaysia-Plant-Restarting-Today.pdf

Now these are all from the announcement section on Lynases home page. You should look at all announcements to male sure I left nothing out. Use NDPR prices from Q3 USD 35 no vat. on page 5 of Q3 report and you should know prety close what the cash will be end of Q4. Do a little adjustment after Q4 report and you should have a real close estimate of NPAT profit for year.

So all it takes is a little thought, addition and subtraction and just a touch of multiplication and division. To come up with a very good idea. A little tedious for sure but i think it is worth it if you are a Lynas investor.

Look forward to your ideas.


Please to not become like most on this board that think sarcasm and insults are far better than any facts. they are in majority so easy pattern to fall into.