So we can assume then that COP will be around $7 for phase 1 and slightly higher for the first 6 months due to ramp up. The COP of $14-15 kg was for both phase 1 and 2 inclusive . As phase 2 is not fired up as yet and 80% of the COP is in reagents and electricity that are not being consumed by phase 2 . the other phase 2 costs of 20% of $7 ie $1.40 will still be incurred, so my back of envelope guesstimate is a COP of $9 per kg , sales of 3000 tonnes @ $40 kg = $ 93000000 in income, excluding head office costs. Looking forward to being right or wrong in that damn quarterly !! , the future for Lynas is bright IMHO dyor
why are you certain the quarterly will be + ?, page-31
-
- There are more pages in this discussion • 22 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
$5.92 |
Change
-0.030(0.50%) |
Mkt cap ! $5.533B | |||
| Open | High | Low | Value | Volume |
| $5.95 | $5.99 | $5.88 | $20.30M | 3.422M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 186 | $5.92 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.94 | 999 | 1 |
View Market Depth
| Last trade - 16.10pm 08/08/2024 (20 minute delay) ? |
| LYC (ASX) Chart |