Update shared on27 Sep 2025
Fair value Increased 1.83%Consensus analyst expectations for Lynas Rare Earths remain largely stable, with only marginal changes in both future P/E ratio and discount rate, resulting in a slight increase in the fair value estimate from A$12.88 to A$13.12.
What's in the News
- G7 and EU are considering implementing price floors and export taxes to promote rare earth production outside China, potentially benefiting Lynas Rare Earths (Reuters, 2025-09-24).
- The White House is planning to guarantee minimum prices for U.S. rare earth projects, aiming to curb China's dominance and support companies like Lynas Rare Earths that supply critical minerals to major tech firms (Reuters, 2025-07-31).
- U.S. officials are evaluating policy changes to reroute Myanmar's rare earth supply chains away from China, which could further diversify global rare earth sources and impact Lynas Rare Earths' operating environment (Reuters, 2025-07-29).
- Multiple global policy initiatives indicate a coordinated Western drive to reduce reliance on Chinese rare earths, positioning Lynas as a key beneficiary (Reuters, 2025-09-24; 2025-07-31; 2025-07-29).
- Key stakeholders in rare earth supply—including tech giants like Apple and Microsoft—are directly engaged in efforts to secure alternative supply chains, underscoring the strategic importance of companies like Lynas (Reuters, 2025-07-31).
Valuation Changes
Summary of Valuation Changes for Lynas Rare Earths
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$12.88 to A$13.12.
- The Future P/E for Lynas Rare Earths remained effectively unchanged, moving only marginally from 19.48x to 19.82x.
- The Discount Rate for Lynas Rare Earths remained effectively unchanged, moving only marginally from 7.05% to 7.02%.
Disclaimer
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