Ann: NUF Update, page-49

Keep in mind your excellent post of the analyst cutting Revenue.  Especial remember that EPS was cut 50%     Post #: 37317003  We have the H1 report in the near future then  the Q3 report which will be the first Q with   100% of NEXT operational for full Q.       As companies mature people look at real earnings to make buy and sell decisions.      I have always said this would come out fine.   Always said it should cause a pop to about $2.00.  The question is, as we see steady state production at todays prices will Lynas be able to generate profits to support the price?  By your post that will take a PE of 25.   I have real doubts they will get close to the 8 cents in that post.      More on that when we see H1 numbers.   Even if they make AUD 10M in H1 they would need to make 40M in H2 that I think is very unlikely, unless prices rise quickly TODAY.     Prices rising in April are too late to help H2 very much.