“So, when you are given a product to sell that has a market monopoly of sorts - ex-China supply. Then work the incoming equity interests.”
Thats not the reality of the current situation though. Lynas stockpiling because no one’s willing to pay above Chinese spot prices.
Have you shown the BOD the model. Maybe you can convince them and the instos that forecast supply deficits and pricing should be taken into account when valuing the company today.
Who benefits from Low ARU SP? Directors or Equity, page-49
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Last
16.0¢ |
Change
0.010(6.67%) |
Mkt cap ! $389.6M | |||
| Open | High | Low | Value | Volume |
| 15.0¢ | 16.0¢ | 15.0¢ | $375.0K | 2.426M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 20451 | 15.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 16.0¢ | 1495230 | 19 |
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| Last trade - 16.10pm 11/09/2024 (20 minute delay) ? |
| ARU (ASX) Chart |