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Lynas Rare Earths Community
ASX:LYC Community
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Lynas Rare Earths
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Lynas Rare Earths
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Mt Weld And Malaysia Expansion Will Secure Rare Earth Supply
Key Takeaways Expanded capacity, new partnerships, and integration into non-Chinese supply chains position Lynas for increased output, pricing power, and revenue growth amid rising global demand. Completion of major projects, improved ESG credentials, and shifting geopolitical dynamics support stronger margins, stable cash flow, and enhanced long-term market positioning.
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AU$9.99
FV
8.3% overvalued
intrinsic discount
46.46%
Revenue growth p.a.
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1
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Updated
narrative
Lynas Rare Earths
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Recycling Advances And Harsh Regulations Will Undermine Rare Earth Demand
Key Takeaways Structural demand risks loom as recycling technology and material substitution lower future pricing power and sales growth for core products. Rising resource nationalism, regulatory pressures, and facility concentration threaten profitability through higher costs, operational disruptions, and intense global competition.
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AU$4.90
FV
120.6% overvalued
intrinsic discount
40.86%
Revenue growth p.a.
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0
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10 days ago
author updated this narrative
Lynas Rare Earths
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Global Electrification And Renewables Will Boost US And Malaysian Capacity
Key Takeaways Leadership in supply chain security and ESG compliance positions Lynas for outsized government support, premium pricing, and long-term contracts with stable earnings. Accelerated expansion, technical advantages, and surging ex-China demand create opportunities for rapid revenue growth and durable margin expansion.
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AU$13.48
FV
19.8% undervalued
intrinsic discount
51.72%
Revenue growth p.a.
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0
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10 days ago
author updated this narrative
Your Valuation for
LYC
LYC
Lynas Rare Earths
Your Fair Value
AU$
Current Price
AU$10.81
65.5% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-389m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue AU$2.0b
Earnings AU$206.4m
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