So even though I showed you your 50% is off by more than 2 X you...

You should not talk about content take a look at my post Post #: 73923989. All references backed up then you reply Post #: 73924346 not one thing backed up just your opinion.

Now i post with 3 links to support what i said do you refute a single one? NO just give your unsupported opinion.
Rember when KAL was suppose to feed Lamp and Texas with room for expansion. Now It cant support Lamp by itself. Look at 2019 presentation Please give some data to refute either of these charts, at bottom. with more than your usual hot air they are both from hard data from either SMM or Lynas. Except FY 2024 results which I clearly stated what they are. If you want to see summery of 14 analysis it is at https://finance.yahoo.com/quote/LYC.AX/analysis so put out some well referenced data to back up your empty comments


Now you said " Kal costs did increase; hardly surprising in the current high inflation rate." This shows that you have zero math sense. AU inflation 2019 to Dec 2023 inflation is up 17% total. https://www.rba.gov.au/calculator/annualDecimal.html.

Now cost. the initial cost was never given for individual project what was given on page one of 2019 plan was •" A $500m capital plan self-funded with the ongoing support of JARE" https://wcsecure.weblink.com.au/pdf/LYC/02107222.pdf Now all 5 projects were suppose to be 500M. KAL. Texas. PDF. Lamp, and Mt weld up grades. We know PDF cost were US 98M Lets say AUD 140M https://wcsecure.weblink.com.au/pdf/LYC/02197076.pdf . I will be generous and say KAL was suppose cost 250M. not to mention the Kiln and many other critical items were ordered in advance which would have fixed price long before inflation took off 2 years ago. If you disagree with me give some facts with references to support your number. so 800M / 250M =320% inflation was up an amazing 17%. You are fooled by your sloppy listening. When AL is asked about over runs during CCs she mumbles a bunch of stuff and then at end says and there was inflation. Note she never says it was inflation, simply because it was not. When you have listened to Many CCs from many companies you will learn to recognize these things.

Your other statements are just as crazy. Don't think so just ask and I will tell you why. You may be happy but they are well below expectations for people that keep track. dreamers think they are greeeeeeat. As Tonny would say,

You can always find someone worse. I want to buy companies that are in the 75 percentile or better not ones that are at top of 25th

So even though I showed you your 50% is off by more than 2 X you keep saying it Please supply dates and prices you used. I missed nothing. Based on what you are saying you should run out and raise as much money as you can and buy buy buy.