scroll

Lynas on a hot streak

Advanced Search

Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.

Ask a question

The Latest Q&A

Question asked 15/08/2025

Lynas on a hot streak

Hi James, Good to hear of your annual trip for the Apex Foundation. Have fun and hope the fund raising will be a very successful one! Just your thought on LYC, any strategy on taking part profit, falling sell for any correction, etc. Thanks.

Answer

Hi Michael,

We are often advocates of scaling out of positions. Not always, but particularly when stocks have had very strong runs on macro driven news flow, which is the case with LYC – the stock has gone parabolic. This is an example where we would take some off the table, depending on portfolio weightings.

chart

Lynas Rare Earths (LYC)

LAST UPDATED 08/08/2025 16:16

Latest Reports

Weekend report 16/08/2025

Weekend Q&A: ASX ends the week at a fresh high as results season heats up

A strong end to the week saw the ASX200 advance 1.5%, breaking to new all-time highs above 8,900. It was only a little over four months ago that the ASX was trading below 7,200, clouded by an aggressive tariff regime implemented by the president of the world’s largest economy. While the tariff situation remains a work in progress, with a deal yet to be signed between China and the US, it has quickly faded from headlines. Deals with other countries suggest the same will happen between the two superpowers, and our view at the time—that huge tariffs simply didn’t work as policy and therefore had to be a strategy—appears to be playing out.

Afternoon report 15/08/2025

The Match Out: ASX adds 1.5% for the week, closes at new all-time highs

Another strong session to end a positive week for stocks, with the ASX defying a flat session overseas to chalk up a new all-time closing high, above 8900 for the first time.