LYC 1.02% $6.80 lynas rare earths limited

Interesting read

  1. 2,962 Posts.
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    https://www.nst.com.my/news/nation/2019/03/466842/oz-high-commissioner-praises-report-clarifying-long-standing-lynas-saga

    https://www.nst.com.my/news/nation/2019/03/466338/lynas-broke-chinas-monopoly

    Sorry if these have been posted before but in all honesty I'm having trouble with keeping up on all these random LYC threads and it's making me ignore them all now.
    Looking forward to the next quarterly report due in about 6 weeks, seems RE prices have finally stopped dropping over the last month or so and we due for a bit of an increase right when production should be setting new records again
    Cashflow for the June quarter should really start to show what the company can do in full swing, due to the lag between sales and payment this quarter will likely be pretty bad, lucky if it's cashflow positive at all IMO, however production will show us what we can expect for the June quarter, should be able to stabilize at over 600t per month of NdPr. (perhaps 1900-200ot per Q NdPr?)

 
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