JB, spot on with those comments.
The other asset which WES would be targeting will be current and future residues. Massive value to WES to add into their fertilizer manufacture, pack and distribution business. Also future residues from C&L in Kalgoorlie. The sheer volume of these residues that can be easily monetised by a company such as WES would add significant value to the deal.
I agree, about time an analyst took a look at this aspect of the Lynas business and the value add synergies these would bring to a company such as WES. I have little doubt WES advisors will have already completed this analysis.
An updated DCF on known and expected MW resources would also be a useful addition to our knowledge base. Given the plans C&L residues could also be included. Not sure what they would add but certainly be a co product to offset expected COP increases with move to Kalgoorlie.
- Forums
- ASX - By Stock
- LYC
- Wesfarmers and Lynas
Wesfarmers and Lynas, page-19
-
- There are more pages in this discussion • 67 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LYC (ASX) to my watchlist
|
|||||
Last
$6.76 |
Change
0.020(0.30%) |
Mkt cap ! $6.318B |
Open | High | Low | Value | Volume |
$6.76 | $6.81 | $6.72 | $16.83M | 2.487M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 9162 | $6.75 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.78 | 5455 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 9162 | 6.750 |
3 | 12457 | 6.740 |
3 | 24866 | 6.730 |
2 | 12506 | 6.720 |
1 | 8339 | 6.710 |
Price($) | Vol. | No. |
---|---|---|
6.780 | 5455 | 1 |
6.790 | 3572 | 3 |
6.800 | 13019 | 4 |
6.810 | 171169 | 7 |
6.820 | 17057 | 3 |
Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
Featured News
LYC (ASX) Chart |