LYC lynas rare earths limited

Shorts do not want to be in charge. They just want to make...

  1. 8,358 Posts.
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    Yes there is a lot going on and fear and emotion is pushing stock to the sky. Interesting that in spite of Many articles NdPro has not moved at all toward the A$120.00 + needed for Lynas to return even 3% or 4% on today's Market cap. Lyas Profits have dropped from A$ 541M To very likly Less than A$25M this year. Do you really think a company with this history will continue to go UP? I expect TTM return after 2025 AR of less than 1/2%. Is this a good investment? I to think Lynas has great potential in the future Unfortunately other than a bunch of people saying we are in trouble There is nothing showing yet. IF you take PE and invert it it gives you the % Return on Market Cap and I firmly believe it is all about return. Hype will fade slowly. The TMM PE is currently 182 inverted. that 0.5% The TMM numbers includes H2 2024 A$39 M If stock price does not change The PE will go up when that A$39M is replaced by something < A$25M Continuing the profit slide. Yes pE is very important it is just profits. I have show this before and I will ask you again pleas look at this and explain why PE is not very relevant. You or any of your friends.

    1. Profits They drive the market. It is the only thing that can increase SP long term. Tell me what else can if you disagree. Politicks cannot grow a company performance does. Then can send SP skyrocketing as we see now but does it last?
    2. Divide profits by # of shares = EPS
    3. Divide Current share price by EPS = PE.
    4. Invert PE and that is what Lynas is earning on your shares.

    Why do you find PE unimportant?
    please explain what I am missing and why this will not cause stock to drop when Hype weakens which it will. Have you looked at 2024 AR and @025 SAR and calculated what revenue Lynas needs to earn 5% on a stock price of A$9.00 Now that would be looking forward.

    The Run up in LYC SP from A$7.00 to $9.00 + YTD has been amazing. How long will the enthusiasm dominate Performance? This is a question all investor regardless if they own or not should be asking themselves.

    NdPrO price is critically important YTD stock price is up 22% NdPrO US$ 48.25 to 54.92. = 12% What happens when source of income and SP do not track? once they start making money SP will rise faster than Product because every most of it goes to bottom line. We are not any where close to that
    Shorts do not want to be in charge. They just want to make money, probably just like you. They are convinced price is going down so they short.
    No different then you. You think SP will go up so you buy. Do you buy to make it go up? What is your volume compared to daily volume. My guess it has a tinny effect if any
 
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(20min delay)
Last
$9.13
Change
-0.150(1.62%)
Mkt cap ! $8.540B
Open High Low Value Volume
$9.30 $9.35 $9.10 $21.86M 2.384M

Buyers (Bids)

No. Vol. Price($)
2 5751 $9.09
 

Sellers (Offers)

Price($) Vol. No.
$9.15 5000 1
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Last trade - 16.10pm 23/06/2025 (20 minute delay) ?
LYC (ASX) Chart
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