The following article from simply wall street is super positive on Lynas. I do not see how anyone could not run out and buy to day. I have double checked their numbers and I see nothing but true facts.
There are a few omissions however.
PE Market cap / Profits is high for todays market. Low for 1 to 2 years ago but markets have changed. With recent NdPr drops from USD NV from 120 to 80 Profits will go down. So though their 5 year analysis is correct it realy is no indication of future. Until the recession starts. It has not yet started only the inflation ahead of it I do not think we will see any substantial recovery in REE prices.
Market Cap/ Revenue This is not as bad as PE. But it will fall over next 3 Qs probably longer.
Market cap divided / book Value. 7.65 b / 1.65B = 4.6, I will admit this is seldom even considered during good times but as evaluation drop it is looked at more and more. During recessions it seldom averages more than one across the broad indexes.
Cash on hand this is great and simply wall street always points it out. I agree it is amazing. If you go back 12 years, it is not from earnings. The cash balance is mainly from stock sales which is not the way to build earnings. If it was from profits, it would be fantastic.
They make a big deal out of Total Share holder Return (TSR) . They are correct it is 318% over last 5 years. Does anybody on this board not realize that things have changed in the last 12 ~ 6 months? Studying history is always beneficial. To not to take in major changes that cause things to be differnt is usually a big omission.
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