LYC 1.94% $7.60 lynas rare earths limited

takeover candidate 2014, page-22

  1. 297 Posts.
    If the COP is $14-15, which it isn't.
    If they are running at 22k, which they aren't.
    If REE prices are at $35, which they probably aren't.

    "If" only they were true...but there is no indication they are.

    COP is around $18-20 based on ERIC.
    They are running at 11k, based on ERIC.
    REE prices are unknown, but probably closer to $30 or upper 20s.

    Now run the numbers again....

 
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