Been busy and just had a chance to have a look at the latest anns and update my production/costs graph.
My summary: a mixed bag but overall positive.
The time delay production costs -> sales revenue always makes the numbers hard to interpret but there's a very clear trend IMO.
Here's my take on it.
Cash Cop:
This is IMO the (very) good news. Production increased (7%), cash production costs dropped (19%).
And overall the cash COP dropped 25% from $22.9/kg to $17.28/kg. Below the average sales price!!
Production:
Well some here have been claiming BOTH phases are being used currently and questioning the capacity of Ph1. We now know for sure none of the Ph2 solvent exchange assets have been used to date,
It's tucked away in the 5B in the item "Estimated Gross Cash Outflow " (note 2 bottom of p3).
".... $1m related to Initial tranche of the FIRST fill cost for phase 2 solvent extraction" (my caps).
We know that July-Aug was poor and Sept was at nameplate; let's hope it stays there!!
Overall the increase in production Qtr on Qtr was modest; 1900 -> 2043t or 7.5%.
Anyway here's the updated graph:
Been busy and just had a chance to have a look at the latest...
-
- There are more pages in this discussion • 9 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LYC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$7.78 |
Change
0.180(2.37%) |
Mkt cap ! $7.272B | |||
| Open | High | Low | Value | Volume |
| $7.45 | $7.92 | $7.41 | $46.84M | 6.050M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1000 | $7.75 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.81 | 77676 | 2 |
View Market Depth
| Last trade - 16.10pm 01/11/2024 (20 minute delay) ? |
| LYC (ASX) Chart |