Top member reports
Company Report
Last edited 3 days ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#45
Performance (53m)
4.9% pa
Followed by
46
Straws
Sort by:
Recent
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#Malaysian Licence Updated
stale
Added one year ago

During the March 2024 quarter Lynas expects maximum production rates of approximately 300tpm growing to 750tpm in the June 2024 quarter.

LYNAS RARE EARTHS LIMITED (ASX:LYC) - Ann: Malaysian Licence Updated, page-1 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

24/10/23, Share Price Reaction: $6.82 up 12.4%

856e3920963705ad297af0270fdab24ceb2887.png



Return (inc div)   1yr: -13.23%   3yr: 33.60% pa   5yr: 34.26% pa

e39f2f5c2e0c782ff1b194612f1d09c87e2763.png

60200ec17caedc30064bc0c9db395a41cf758b.png

9ff82496d68519587e76362a7456cee53ac946.png



#FY23 Financial Results Present
stale
Added one year ago

LYNAS RARE EARTHS LIMITED (ASX:LYC) - Ann: FY23 Financial Results Presentation, page-1 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

Noted the slide no percentage comparison: - 43%=310 / 540 Sales: -20% ( Return not Good )

Phew, not easy to read LYC financials.


ef70c19fa309a91c168a44b43b45165ed1b656.png

c7a84d85fc1bd8f9af39d81dad094f6e79f2c0.png

mmm. Cannot see ant Out Look statement,

  • FIN FY23 Financial Results Announcement


Revenue of $739.3m remained strong. EBITDA, at $377.7m was 51% of revenue with NPAT at 42% of revenue. Whilst strong, these results were lower than those in FY22 when market prices were at record highs. “During the year, we invested $595m in capital projects and completed the year with a cash balance of $1 billion, providing funding certainty for completion of our key growth projects.

d9be1b868f30b8fbe903d18cae65a8a0ed65bc.png

Heres more a better view of position

LYNAS RARE EARTHS LIMITED (ASX:LYC) - Ann: Appendix 4E and FY23 Financial Report, page-1 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

Appendix 4E and FY23 Financial Report

dfe84931842d150bb4be79dc980c50772fee84.png

EPS -43%= 34/59

b5b53e25f0cbf0d1c35a0858dfa28c9efccd52.png

#Becoming a substantial holder
stale
Added 2 years ago

State Street Corporation and subsidiaries named in Annexures to this form..

Class of securities Number of securities Person’s votes Voting power

Ordinary 46,783,709 46,783,709 5.01%

259e4dd566c8232142ff40b0476b6e76524658.png

#Date of Quarterly Report & Bri
stale
Added 2 years ago

...will announce its quarterly results for the period ending 31 March 2023 on the morning of Friday 21 April 2023

342af42ff7d70359d0ac36e4bceb2039fb8f2c.png

#AGM Address by Kathleen Conlon
stale
Added 2 years ago


As an ethical and environmentally responsible rare earth producer, with capability and customer relationships built over the past decade, Lynas was well positioned to benefit from the robust rare earths market during the year. 

All ethical here.

89a96f9585701d607f71332db7a56012e5e3d4.png

89a96f9585701d607f71332db7a56012e5e3d4.png

So looks ok, What we can mine and cannot mine is all ok. The choices we make could be governed by a few......


#Summary: Response to Appendix
stale
Added 2 years ago

LYC under the ASX query microscope

  • Release Date: 05/10/22 10:18
  • Summary: Response to Appendix 3Y Query
  • Price Sensitive: No


73b7a9056e3d3c4b16da3a575c6a94727aed3c.png

#Quarterly Report
stale
Added 3 years ago

note, generally these reports are called Quarterly Report Appendix 4C

The bears are in the market so skittish holders all over the markets at present 2022.

The 2Q22 production update revealed a 33% lift in total Rare Earths Oxide production on 1Q22. Strong demand translated to favourable commodity pricing, which resulted in a record sales revenue of $202.7m over the quarter (vs $121.6m in 1Q22).

3eff9d1fa6b2e447a31fe53caa06e907f28196.png



And for Comparison 30th September 2021

so the trend is still up going on these #s eg Sept Q Sales R': $121.6m vs Dec 2021 $202.7m up $81Mill at 67%


677260f2052e612efc34b7194b488ffa160946.png

Discl: RL,