Lynas Rare Earths

Recycling Advances Will Erode Rare Earth Demand Despite Capacity Ramp-Ups

AnalystLowTarget

Not Invested

Consensus Narrative from 13 Analysts

Published

02 Jul 25

AnalystLowTarget's Fair Value

AU$7.65

87.6% overvalued

03 Sep

AU$14.35

112.3%

3.5%

112.3%

3.5%

Edit anytime before Jul 2 10:24 PM. Then post Updates to your followers.

Author's Valuation

AU$7.7

87.6% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

AU$7.7

87.6% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

25.79%

Metals and Mining revenue growth rate

1.05%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

7.06%

Calculation

AU$516.87m

Earnings '28

16.98x

PE Ratio '28

AU$8.78b

Market Cap '28

AU$8.78b

Market Cap '28

937.64m

No. shares '28

AU$9.36

Share Price '28

AU$9.36 Share Price '28

Discounted to 2025 @ 6.96% p.a.

AU$7.65

Fair Value '25