LYC lynas rare earths limited

why are you certain the quarterly will be + ?, page-3

  1. 8,918 Posts.
    lightbulb Created with Sketch. 32
    Racked my brain, and can't think of too many.

    Possibilities -
    Acceptance for all elements (should be a given as leading edge plant).

    Contract sales for 11kt this year (many have espoused this as LYC stated it several times, so again should be a given).

    COP less than $18 kg (anything over this would be bad).

    Profit guidance for current year (a long shot).

    Of course if we get none of the above (hard numbers, not smoke and mirrors) then there would be little to support the SP - IMO.

    We can crap on all day about building supply chains and stopping the smuggling, and new technologies, but if LYC don't start to make $, then watch out for the CR within 6/9 months - IMO.

 
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