Good article. Trouble is our grid power. It varies a lot with...

This cheaply what based on old charts. it currently is selling at a PE of 18.8 profits will drop when SAR comes out raisin PE unless price drops.
Revenue is less than half of what it was Q3 2022 Stock has not dropped nearly this much if it had SP would be about $5.5.

I posted my prediction for Q1 2024 Post #: 69977068 which many people said I was crazy but no one presented a counter argument to. My guess was Au$ 120 and I explain how i came up with it. What should that do if I am even within 20% of the right number. i predicted ASP of AU$ 30 and production of 1.8 KT NdPr. You are one of the Best TA people on this board. TA is usually used to time buys and sells once you have decided you want to Trade. To use TA to decide if a stock is under or overpriced just does not work. Especially when you know there is good or bad news coming out in the near future, Q1 Report.

My other prediction for Q1 was that cash on hand would fall. from AU$ 1B to less than 800M. Many people see this as a buffer what happens when people see this eroding quickly. Now Lynas will probably Sell stock further diluting current stock holders or borrow money in the next 6 months but I do not see how this could be good news. Put in a 90 day delay and look at this chart of NdPr . Rember about 90 % of Revenue change hits the bottom line. his was said a lot when prices went up. why should it not apply when prices are falling? When you put in delay you can see why Q3 2022 was so good and why Q1 2024 will be so bad.

Good article. Trouble is our grid power. It varies a lot with wear you are. In Norway Hydro power, and Iceland Geo thermal, supplies almost all their electric. meaning no CO2 emissions from manufacturing or driving EVs. China uses a lot of coal and Petro for their power and CO2 estimates by China says CO2 per KWH will increase for about 5 more years. general statements are fine but without considering where things are made and used lots of room for discrepancies.

Even in US from region-to-region Co2 per KWH varies greatly. In the TVA area lots of hydro and nuclear, North west lots of Hydro. New England and New York and Gulf states lots of petrol. In US most coal is being replaced by NG a big improvement but still bad and these new plants last a long time.