19/12/2024 09:33

Lynas Rare Earths Ltd (LYC) $6.59

Lynas Rare Earths, a leading producer of rare earth materials outside China, reported a 5.9% decrease in revenue for the first quarter of the 2025 fiscal year, totalling $120.5 million. The decline was attributed to sustained low prices for strategic minerals and subdued demand during the quarter.

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05/12/2024 09:50

Lynas Rare Earths Ltd (LYC) $7.32

LYC popped +5% on Wednesday after enduring a tough few weeks following its Q1 update in November, which showed an 11% quarterly decline in revenue, coming in at $120.5 million

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10/09/2024 09:25

Lynas Rare Earths Ltd (LYC) $7.04

Valuing LYC is hard, but we’ve witnessed a number of times in 2024 that the strong are getting stronger, and in terms of REE, that’s LYC, especially in a world scarred of being reliant on China for anything. We believe LYC represents good value ~$7, but it's an aggressive play for a $6.6bn business that’s a political hot potato heavily influenced by China.

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18/04/2024 09:07

Lynas Rare Earths Ltd (LYC) $6.45

We have discussed rare earth player LYC several times over recent years, although the stock has never been included in our Active Growth portfolio. The stock and sector have struggled since 2022 in a very similar fashion to lithium, as the NdPr price has been under pressure due to a weak Chinese economy. However, we believe China's economy is improving, which would provide a solid backdrop for Lynas, i.e. LYC’s earnings will follow if/when prices recover, aided by the added capacity on the back of the Malaysia licence deal sealed last October. Also, with ~6.5% of LYC shares being held short, there is plenty of scope for a short covering squeeze higher if corporate action starts to unfold.

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08/02/2024 09:00

Lynas Rare Earths Ltd (LYC) $6.04

LYC is the largest rare earth supplier outside of China, but the market is a volatile one, and prices for the company’s high-value NdPr have been under pressure for the last few quarters in line with a weak Chinese economy, i.e. like so many commodities the world’s 2nd largest economy is the largest consumer.

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20/11/2023 09:17

Trade Alerts – Emerging Companies Portfolio

We are making multiple amendments to the Emerging Companies Portfolio

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25/10/2023 09:17

Lynas (LYC) $6.82

The rare earths company surged late yesterday following headlines announcing the Malaysian Government had agreed to extend the company’s operating licence to continue processing production out of their Mt Weld mine in WA. The decision is a big win for Lynas, they now have a processing facility in place to continue operations as normal while their new Kalgoorlie facility comes online.

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31/07/2023 16:50

Lynas Rare Earths (LYC) $6.73

LYC +2.59%: a better than feared update helped support shares of the rare earth minerals company today. Their mt Weld asset saw record production in the quarter of 4,475t of REO including 1,864t of NdPr, though cash receipts were down as the company held back sales given lower prices.

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18/07/2023 09:25

Lynas Rare Earths Ltd (LYC) $6.92

LYC slipped -2.5% on Monday not helped by Citi reducing its target price by over 7% to $7.55, less than 10% above yesterday’s close. This is a volatile stock that swings 10-20% on a regular basis making it one to add to into dips as opposed to chase into strength.

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08/05/2023 16:39

Lynas Rare Earths (LYC) $7.37

LYC +12.01%: the rare earths company saw shares jump to a ~2-month high today after Malaysia agreed to extend the deadline for licence amendments due to come in on July 1.  The 6-month extension allows Lynas to continue operations as usual at their processing facility in the country after a long-running battle to ease the restrictions.

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