t**n
发帖数: 3962 | 1 偷了n202和大象和老房兄的一些idea,然后自己 did some homework for lynas Corp,
and
found out it's a pretty good one.
pros:
1. Cash: 347m and zero debt at Sept 2010;
2. Concentration plant in Australia will be commissioned in feb 2011;
advanced materials plant in Malasia will be commissioned in sept 2011;
3. Lynas will deliver rare earth in 2011, the first new production outside
of china;
4. Produce 11000REO in 2011 and double in 2012;
5. Eight customer agreements have been signed grobably.
cons:
1. still at OTC, limited exposure to public trading and big funds;
2. the company still has no profit yet;
3. heavily depend on Chinese Goverment's new regulations of exportion of
rare earth.
4. small cap, more risk. | a********h
发帖数: 819 | 2 good info, one correction, it's not a small cap, it has 1.5B shares
outstanding!
the main board is LYC.AX
I believe it's currently undervalued comparing to MCP
,
【在 t**n 的大作中提到】
: 偷了n202和大象和老房兄的一些idea,然后自己 did some homework for lynas Corp,
: and
: found out it's a pretty good one.
: pros:
: 1. Cash: 347m and zero debt at Sept 2010;
: 2. Concentration plant in Australia will be commissioned in feb 2011;
: advanced materials plant in Malasia will be commissioned in sept 2011;
: 3. Lynas will deliver rare earth in 2011, the first new production outside
: of china;
: 4. Produce 11000REO in 2011 and double in 2012;
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