LYC 1.69% $6.71 lynas rare earths limited

Today marks the end for LYC, page-57

  1. 7,619 Posts.
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    JMO I would like to see them make PRE NEXT 6000T/ yr, 1500T /Q NdPr production level for a solid 4 Qs. Then at least 2 Qs of NEXT 7200T, 1800T /Q for 2 or 3 Qs in a row before I started talking 7200 T or 10,500T as a base line for Revenue estimates. Just my nature, I like to see something happen before I take it as gospel. Yes I know about all the problems that have happened. I just want to see they can do it first. Is that unreasonable?

    The chart on page 7 shows a great history of NdPr and total production. This is the last Q they published the chart because Covid hit and it showed bad things. Doubt me DOY and show where I am wrong. https://wcsecure.weblink.com.au/pdf/LYC/02224842.pdf

    Just FYI the closet they ever came to 6000T of NdPr was 2019
    Q1 1579T Q2 1223T Q3 1591 Q4 1505T. total 5898T very close but no cigar. It came up with a total of 5800 production but Q2 was a mjor drop. Also Q1 2020 drop just after it. JMO I want to see consistency as well as volume. The Q1 2020 just 1241T NdPr. Q2 1270. Again no consistency. Then covid in Q3
 
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