The one I'm looking at has marked '19 EPS back 35% from 11.8c in line with ST price movements, but NPV actually increases slightly $3.14, before applying potential cost WLP repatriation.
Similar reduction in price assumptions FY20 result 18% write back from 26.1, however LT price assumptions remain $60kg from 2021.
Net earnings FY remain in line with 18.
One potential upside is they model basically static $/kg operating costs from 17,685tpa to 25,000tpa making no allowance for 41% lift in scale, better than half off significantly higher recoveries.
The one I'm looking at has marked '19 EPS back 35% from 11.8c in...
-
- There are more pages in this discussion • 6 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
$7.28 |
Change
0.310(4.45%) |
Mkt cap ! $6.552B | |||
| Open | High | Low | Value | Volume |
| $7.15 | $7.36 | $7.15 | $23.38M | 3.213M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 20 | 20096 | $7.27 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.28 | 6548 | 16 |
View Market Depth
| Last trade - 12.40pm 04/12/2024 (20 minute delay) ? |
| LYC (ASX) Chart |
