Lynas Rare Earths（LYC）株式概要リナス・レアアース・リミテッドは子会社とともに、オーストラリアとマレーシアでレアアース鉱物の探査、開発、採掘、抽出、加工を行っている。 詳細LYC ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長5/6過去の実績4/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より14.5%で取引されている 収益は年間41.5%増加すると予測されています 過去1年間で収益は62%増加しました リスク分析リスクチェックの結果、LYC 、リスクは検出されなかった。すべてのリスクチェックを見るLYC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW492,375 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG492,375 investors already sharing narrativesYour Fair ValueAU$Current PriceAU$18.2531.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-81m2b2016201920222025202620282031Revenue AU$2.2bEarnings AU$250.9mAdvancedSet Fair ValueView all narrativesLynas Rare Earths Limited 競合他社South32Symbol: ASX:S32Market cap: AU$18.6bMineral ResourcesSymbol: ASX:MINMarket cap: AU$12.8bPLS GroupSymbol: ASX:PLSMarket cap: AU$16.9bIGOSymbol: ASX:IGOMarket cap: AU$5.7b価格と性能株価の高値、安値、推移の概要Lynas Rare Earths過去の株価現在の株価AU$18.2552週高値AU$22.3752週安値AU$8.06ベータ0.711ヶ月の変化-6.84%3ヶ月変化-5.73%1年変化121.48%3年間の変化156.68%5年間の変化198.20%IPOからの変化1,137.29%最新ニュースBoard Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Non-Executive Director Kath Bozanic was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 13Lynas Rare Earths Limited to Report Nine Months, 2026 Results on Apr 21, 2026Lynas Rare Earths Limited announced that they will report nine months, 2026 results on Apr 21, 2026お知らせ • Jan 13+ 1 more updateAmanda Lacaze to Retire as Chief Executive Officer of Lynas Rare Earths LimitedLynas Rare Earths Limited announced that Chief Executive Officer, Amanda Lacaze has advised the Board of her intention to retire after 12 years in the role. The Board has initiated a search process to select a new CEO to lead the company through its next stage of growth. This process will consider both internal and external candidates. Ms Lacaze intends to remain with the company until the end of the current financial year to enable a smooth transition.お知らせ • Jan 07Lynas Rare Earths Limited to Report Q2, 2026 Results on Jan 21, 2026Lynas Rare Earths Limited announced that they will report Q2, 2026 results on Jan 21, 2026お知らせ • Nov 26Lynas Rare Earths Limited Approves Election of Kathleen Bozanic as DirectorLynas Rare Earths Limited at its AGM held on November 26, 2025, approved election of Kathleen Bozanic as a Director.お知らせ • Oct 22Lynas Rare Earths Limited to Report Q1, 2026 Results on Oct 30, 2025Lynas Rare Earths Limited announced that they will report Q1, 2026 results on Oct 30, 2025最新情報をもっと見るRecent updatesBoard Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Non-Executive Director Kath Bozanic was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 13Lynas Rare Earths Limited to Report Nine Months, 2026 Results on Apr 21, 2026Lynas Rare Earths Limited announced that they will report nine months, 2026 results on Apr 21, 2026お知らせ • Jan 13+ 1 more updateAmanda Lacaze to Retire as Chief Executive Officer of Lynas Rare Earths LimitedLynas Rare Earths Limited announced that Chief Executive Officer, Amanda Lacaze has advised the Board of her intention to retire after 12 years in the role. The Board has initiated a search process to select a new CEO to lead the company through its next stage of growth. This process will consider both internal and external candidates. Ms Lacaze intends to remain with the company until the end of the current financial year to enable a smooth transition.お知らせ • Jan 07Lynas Rare Earths Limited to Report Q2, 2026 Results on Jan 21, 2026Lynas Rare Earths Limited announced that they will report Q2, 2026 results on Jan 21, 2026お知らせ • Nov 26Lynas Rare Earths Limited Approves Election of Kathleen Bozanic as DirectorLynas Rare Earths Limited at its AGM held on November 26, 2025, approved election of Kathleen Bozanic as a Director.お知らせ • Oct 22Lynas Rare Earths Limited to Report Q1, 2026 Results on Oct 30, 2025Lynas Rare Earths Limited announced that they will report Q1, 2026 results on Oct 30, 2025お知らせ • Sep 16Lynas Rare Earths Limited, Annual General Meeting, Nov 26, 2025Lynas Rare Earths Limited, Annual General Meeting, Nov 26, 2025. Location: the mint, 10 macquarie street, sydney nsw 2000 Australiaお知らせ • Aug 29Lynas Rare Earths Limited has completed a Follow-on Equity Offering in the amount of AUD 750.000006 million.Lynas Rare Earths Limited has completed a Follow-on Equity Offering in the amount of AUD 750.000006 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 56,603,774 Price\Range: AUD 13.25 Discount Per Security: AUD 0.265 Transaction Features: Subsequent Direct ListingReported Earnings • Aug 28Full year 2025 earnings released: EPS: AU$0.009 (vs AU$0.09 in FY 2024)Full year 2025 results: EPS: AU$0.009 (down from AU$0.09 in FY 2024). Revenue: AU$556.5m (up 20% from FY 2024). Net income: AU$7.99m (down 91% from FY 2024). Profit margin: 1.4% (down from 18% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.お知らせ • Aug 28+ 1 more updateLynas Rare Earths Limited has filed a Follow-on Equity Offering in the amount of AUD 75.000009 million.Lynas Rare Earths Limited has filed a Follow-on Equity Offering in the amount of AUD 75.000009 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 5,660,378 Price\Range: AUD 13.25Buy Or Sell Opportunity • Aug 20Now 26% undervaluedOver the last 90 days, the stock has risen 72% to AU$13.90. The fair value is estimated to be AU$18.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 52%. For the next 3 years, revenue is forecast to grow by 28% per annum. Earnings are also forecast to grow by 49% per annum over the same time period.お知らせ • Aug 18Lynas Rare Earths Limited to Report Fiscal Year 2025 Results on Aug 28, 2025Lynas Rare Earths Limited announced that they will report fiscal year 2025 results on Aug 28, 2025お知らせ • Jul 10Lynas Rare Earths Limited to Report Q4, 2025 Results on Jul 24, 2025Lynas Rare Earths Limited announced that they will report Q4, 2025 results Pre-Market on Jul 24, 2025お知らせ • Apr 15Lynas Rare Earths Limited to Report Q3, 2025 Results on Apr 28, 2025Lynas Rare Earths Limited announced that they will report Q3, 2025 results on Apr 28, 2025お知らせ • Feb 17Lynas Rare Earths Limited to Report First Half, 2025 Results on Feb 26, 2025Lynas Rare Earths Limited announced that they will report first half, 2025 results on Feb 26, 2025お知らせ • Jan 10Lynas Rare Earths Limited to Report Q2, 2025 Results on Jan 17, 2025Lynas Rare Earths Limited announced that they will report Q2, 2025 results on Jan 17, 2025お知らせ • Oct 10Lynas Rare Earths Limited to Report Q1, 2025 Results on Oct 30, 2024Lynas Rare Earths Limited announced that they will report Q1, 2025 results Pre-Market on Oct 30, 2024お知らせ • Sep 26Lynas Rare Earths Limited, Annual General Meeting, Nov 27, 2024Lynas Rare Earths Limited, Annual General Meeting, Nov 27, 2024. Location: the mint, 10 macquarie street, sydney nsw 2000 AustraliaReported Earnings • Aug 28Full year 2024 earnings released: EPS: AU$0.09 (vs AU$0.34 in FY 2023)Full year 2024 results: EPS: AU$0.09 (down from AU$0.34 in FY 2023). Revenue: AU$463.3m (down 37% from FY 2023). Net income: AU$84.5m (down 73% from FY 2023). Profit margin: 18% (down from 42% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Aug 16Lynas Rare Earths Limited to Report Fiscal Year 2024 Results on Aug 28, 2024Lynas Rare Earths Limited announced that they will report fiscal year 2024 results on Aug 28, 2024お知らせ • Aug 06Lynas Boss to Keep Going After MP Merger AbandonedLynas Rare Earths Limited (ASX:LYC) boss Amanda Lacaze says a merger with MP Materials Corp. (NYSE:MP) would have been "an excellent tie-up" for both businesses, but the companies were unable to reach a commercial agreement. Speaking to journalists at the Diggers and Dealers mining conference in Kalgoorlie on 05 August 2024, the seasoned chief executive said the two companies were the only two non-Chinese producers of rare earths globally. "We remain convinced it would be an excellent tie-up of both our businesses," she said. When asked if talks had been held over the medium term about a tie-up, she said "we come across each other very often, so we know each other well". Lynas confirmed in February that it held mergers and acquisition discussions with Nevada-based MP Materials Corp, about a potential transaction but that the talks had ended.お知らせ • Jul 17Lynas Rare Earths Limited to Report Q4, 2024 Results on Jul 23, 2024Lynas Rare Earths Limited announced that they will report Q4, 2024 results on Jul 23, 2024Buy Or Sell Opportunity • Jul 01Now 30% undervaluedOver the last 90 days, the stock has risen 6.6% to AU$6.17. The fair value is estimated to be AU$8.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 28% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Buy Or Sell Opportunity • Jun 26Now 21% undervaluedOver the last 90 days, the stock has risen 4.9% to AU$5.98. The fair value is estimated to be AU$7.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 28% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.お知らせ • Apr 11Lynas Rare Earths Limited to Report Q3, 2024 Results on Apr 24, 2024Lynas Rare Earths Limited announced that they will report Q3, 2024 results on Apr 24, 2024Reported Earnings • Feb 27First half 2024 earnings released: EPS: AU$0.042 (vs AU$0.17 in 1H 2023)First half 2024 results: EPS: AU$0.042 (down from AU$0.17 in 1H 2023). Revenue: AU$234.8m (down 37% from 1H 2023). Net income: AU$39.5m (down 74% from 1H 2023). Profit margin: 17% (down from 41% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 31% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 08Lynas Rare Earths Limited to Report First Half, 2024 Results on Feb 26, 2024Lynas Rare Earths Limited announced that they will report first half, 2024 results on Feb 26, 2024お知らせ • Jan 12Lynas Rare Earths Limited to Report Q2, 2024 Results on Jan 22, 2024Lynas Rare Earths Limited announced that they will report Q2, 2024 results on Jan 22, 2024Recent Insider Transactions • Nov 18MD, CEO & Director recently sold AU$4.0m worth of stockOn the 15th of November, Amanda Lacaze sold around 570k shares on-market at roughly AU$7.08 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Amanda's only on-market trade for the last 12 months.Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Non-Executive Director John Beevers was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$7.09, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 148% over the past three years.お知らせ • Oct 11Lynas Rare Earths Limited to Report Q1, 2024 Results on Oct 20, 2023Lynas Rare Earths Limited announced that they will report Q1, 2024 results on Oct 20, 2023お知らせ • Oct 10Lynas Rare Earths Limited Announces Executive ChangesLynas Rare Earths Ltd. advised that Lynas Chairman Kathleen Conlon has announced her intention to retire from the Board as Chairman and independent Non-Executive Director, effective from the conclusion of the Company's AGM on 29 November 2023. Ms. Conlon has been a Non-Executive Director of Lynas for 12 years and Chairman for the past three years. John Humphrey, an independent Non-Executive Director since May 2017, has been elected to succeed Kathleen in the role of Chairman. Mr. Humphrey is currently the Chair of the Nomination, Remuneration and Community Committee and a member of the Audit, Risk and ESG Committee. Mr. Humphrey is an experienced Non-Executive Director and Chairman and specialist in corporate finance, corporate governance and mergers and acquisitions. During her 12 years on the Board, Ms. Conlon has made a significant contribution to Lynas' successful development to its position as a leading global supplier of Rare Earths materials and an ASX100 company. Kathleen's expertise and guidance has been important through each phase of the company's development from start-up to establishment and now into next growth phase.Reported Earnings • Aug 29Full year 2023 earnings released: EPS: AU$0.34 (vs AU$0.60 in FY 2022)Full year 2023 results: EPS: AU$0.34 (down from AU$0.60 in FY 2022). Revenue: AU$739.3m (down 20% from FY 2022). Net income: AU$310.7m (down 43% from FY 2022). Profit margin: 42% (down from 59% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 22Lynas Rare Earths Limited to Report Fiscal Year 2023 Results on Aug 29, 2023Lynas Rare Earths Limited announced that they will report fiscal year 2023 results on Aug 29, 2023お知らせ • Jul 31Lynas Rare Earths Limited, Annual General Meeting, Nov 29, 2023Lynas Rare Earths Limited, Annual General Meeting, Nov 29, 2023, at 09:00 E. Australia Standard Time. Location: The Mint 10 Macquarie St Sydney AustraliaValuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$7.38, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 9x in the Metals and Mining industry in Australia. Total returns to shareholders of 326% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$7.50 per share.Buying Opportunity • Feb 27Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be AU$10.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 80%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.お知らせ • Jan 18Lynas Rare Earths Limited to Report Q2, 2023 Results on Jan 30, 2023Lynas Rare Earths Limited announced that they will report Q2, 2023 results on Jan 30, 2023Reported Earnings • Oct 14Full year 2022 earnings released: EPS: AU$0.60 (vs AU$0.18 in FY 2021)Full year 2022 results: EPS: AU$0.60 (up from AU$0.18 in FY 2021). Revenue: AU$920.0m (up 88% from FY 2021). Net income: AU$540.8m (up 244% from FY 2021). Profit margin: 59% (up from 32% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 29Full year 2022 earnings released: EPS: AU$0.60 (vs AU$0.18 in FY 2021)Full year 2022 results: EPS: AU$0.60 (up from AU$0.18 in FY 2021). Revenue: AU$920.0m (up 88% from FY 2021). Net income: AU$540.8m (up 244% from FY 2021). Profit margin: 59% (up from 32% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 84,733% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Apr 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be AU$12.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.Recent Insider Transactions • Mar 22MD, CEO & Director recently sold AU$5.7m worth of stockOn the 18th of March, Amanda Lacaze sold around 600k shares on-market at roughly AU$9.54 per share. This was the largest sale by an insider in the last 3 months. Amanda has been a seller over the last 12 months, reducing personal holdings by AU$10m.Buying Opportunity • Mar 08Now 21% undervaluedOver the last 90 days, the stock is up 6.2%. The fair value is estimated to be AU$12.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 51% per annum over the last 3 years.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 23% share price gain to AU$10.94, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Metals and Mining industry in Australia. Total returns to shareholders of 584% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$8.88 per share.Reported Earnings • Feb 28First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.17 (up from AU$0.049 in 1H 2021). Revenue: AU$314.8m (up 56% from 1H 2021). Net income: AU$156.9m (up 286% from 1H 2021). Profit margin: 50% (up from 20% in 1H 2021). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 66%, compared to a 787% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$9.23, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 500% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$6.97 per share.Recent Insider Transactions • Dec 07MD, CEO & Director recently sold AU$1.8m worth of stockOn the 2nd of December, Amanda Lacaze sold around 200k shares on-market at roughly AU$9.15 per share. In the last 3 months, they made an even bigger sale worth AU$2.5m. Amanda has been a seller over the last 12 months, reducing personal holdings by AU$7.9m.Recent Insider Transactions • Sep 14MD, CEO & Director recently sold AU$2.5m worth of stockOn the 13th of September, Amanda Lacaze sold around 350k shares on-market at roughly AU$7.16 per share. This was the largest sale by an insider in the last 3 months. Amanda has been a seller over the last 12 months, reducing personal holdings by AU$6.0m.Reported Earnings • Aug 30Full year 2021 earnings released: EPS AU$0.18 (vs AU$0.028 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$489.0m (up 60% from FY 2020). Net income: AU$156.1m (up AU$175.5m from FY 2020). Profit margin: 32% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Executive Departure • Apr 17General Counsel & Company Secretary has left the companyOn the 16th of April, Andrew Arnold's tenure as General Counsel & Company Secretary ended after 12.7 years in the role. As of December 2020, Andrew personally held 509.00k shares (AU$2.0m worth at the time). A total of 2 executives have left over the last 12 months.Reported Earnings • Feb 27First half 2021 earnings released: EPS AU$0.049 (vs AU$0.006 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$202.5m (up 12% from 1H 2020). Net income: AU$40.6m (up AU$36.7m from 1H 2020). Profit margin: 20% (up from 2.2% in 1H 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 18New 90-day high: AU$6.15The company is up 82% from its price of AU$3.38 on 20 November 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$9.78 per share.お知らせ • Feb 10Lynas Rare Earths Limited to Report First Half, 2021 Results on Feb 26, 2021Lynas Rare Earths Limited announced that they will report first half, 2021 results on Feb 26, 2021Recent Insider Transactions • Feb 10MD, CEO & Director recently sold AU$3.5m worth of stockOn the 3rd of February, Amanda Lacaze sold around 700k shares on-market at roughly AU$5.05 per share. This was the largest sale by an insider in the last 3 months. Amanda has been a seller over the last 12 months, reducing personal holdings by AU$6.2m.お知らせ • Jan 29Lynas Rare Earths Limited Announces General Counsel and Company Secretary TransitionLynas Rare Earths Limited announced that Sarah Leonard has been appointed as General Counsel & Company Secretary of Lynas, effective from 27 January 2021. Ms Leonard will succeed Andrew Arnold who will step down after 12 years as Lynas' General Counsel and Company Secretary. Mr. Arnold has been a senior member of the Lynas leadership team since 2008, having joined the company soon after Phase 1 construction commenced. Initially based in Following Ms Leonard's appointment, Ivo Polovineo will step down as the Australian Company Secretary of Lynas effective 16 April 2021, and he will continue as a consultant to the company.お知らせ • Jan 23Lynas Rare Earths Limited Signs Contract Through Its Wholly Owned Subsidiary, Lynas USA LLC to Build US Light Rare Earths FacilityLynas Rare Earths Limited has entered into an agreement with the United States Government to build a commercial Light Rare Earths separation plant in the United States, through its wholly owned subsidiary, Lynas USA LLC. This collaboration with the Department of Defense is sponsored by the Title III, Defense Production Act program, which sits within the Pentagon's office of Industrial Policy, and will ultimately be directed by the Office of the Undersecretary for Acquisition and Sustainment. This project is scheduled to be completed in accordance with the Department of Defense timetable and as part of company Lynas 2025 plan. Detailed costings are still being finalized; company expect Department of Defense funding to be capped at approximately USD 30 million. Lynas will also be expected to contribute approximately USD 30 million under the agreement. The plant is expected to be located in Texas. Once operational, the plant is expected to produce approximately 5,000 tonnes per annum of Rare Earths products, including approximately 1,250 tonnes per annum of NdPr. The plant will be able to receive material directly from the cracking & leaching plant that Lynas is developing in Kalgoorlie, Western Australia. The signing of this agreement follows the announcement on 27 July 2020, that Lynas had signed a contract with the U.S. Department of Defense for Phase I work on a U.S. based Heavy Rare Earth separation facility. Should that contract proceed to the next phase, the Texas facility would house both Heavy Rare Earths and Light Rare Earths processing facilities. The facilities will serve both the Defense Industrial Base (DIB) and the growing commercial market, including electric vehicles and green technologies made in the U.S. as well as in global markets.Is New 90 Day High Low • Jan 20New 90-day high: AU$4.70The company is up 64% from its price of AU$2.87 on 23 October 2020. The Australian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.59 per share.Is New 90 Day High Low • Jan 05New 90-day high: AU$4.34The company is up 60% from its price of AU$2.71 on 08 October 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.82 per share.お知らせ • Nov 27Lynas Corporation Limited Announces Exploration Results from Recent Deeper Drilling in the Fresh CarbonatiteLynas Corporation Limited announced exploration results from recent deeper drilling in the Fresh Carbonatite below the area of the Mineral Resources and Ore Reserves. The following report provides information to support the Exploration Results. Key highlights are; Successfully established two new bores to a depth of 100 metres and 106 metres respectively below the current pit floor. Both holes were extended for exploration purposes below the current Life of Mine pit design depth and this is the first time to have drilled these depths. Significant and continuous intersections of Rare Earth minerals were encountered including Light Rare Earth elements and Heavy Rare Earth elements. Rare Earth Element mineralisation remains open at depth. One new borehole included 149 metres of 2.2% Rare Earth Oxides in carbonatite from 52 metres to 201 metres. The other new borehole included 61 metres at 2.7% REO in carbonatite from 17 metres to 78 metres. Grain size is significantly coarser than the fine-grained Rare Earth minerals in the saprolite zone of the current Mt Weld mining zone. Two vertical holes were drilled in September and October 2020 from the base of the current Mt Weld Open Pit. The holes are designated LWB025 and LWB026. The holes were drilled from the base of the existing pit. Immediate mining campaigns plan to extend laterally prior to mining deeper to the final Life of Mine Pit limits and therefore will not disturb the water bores in the medium term.Is New 90 Day High Low • Nov 05New 90-day high: AU$3.03The company is up 21% from its price of AU$2.50 on 07 August 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$11.27 per share.お知らせ • Oct 12Lynas Corporation Limited to Report Q1, 2021 Results on Oct 21, 2020Lynas Corporation Limited announced that they will report Q1, 2021 results at 9:20 PM, GMT Standard Time on Oct 21, 2020Is New 90 Day High Low • Oct 08New 90-day high: AU$2.63The company is up 30% from its price of AU$2.02 on 10 July 2020. The Australian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$5.41 per share.お知らせ • Sep 29Lynas Corporation Limited Announces Board ChangesLynas Corporation Limited confirmed that the appointment of Chair-elect Kathleen Conlon and retirement of current Lynas Chair Mike Harding will be effective from 30 September 2020. Lynas announced the appointment of Dr. Vanessa Guthrie as a new Non-Executive Director, with effect from 1 October 2020. Dr. Guthrie's appointment is consistent with strategy to ensure the composition of the Lynas Board is appropriate to the company's operations and future goals. Dr. Guthrie is an experienced Board director with over 30 years' experience in the resources sector.Recent Insider Transactions • Sep 19MD, CEO & Director recently sold AU$2.6m worth of stockOn the 14th of September, Amanda Lacaze sold around 1m shares on-market at roughly AU$2.39 per share. This was the largest sale by an insider in the last 3 months. This was Amanda's only on-market trade for the last 12 months.お知らせ • Sep 10Lynas Corporation Limited has completed a Follow-on Equity Offering in the amount of AUD 425.294396 million.Lynas Corporation Limited has completed a Follow-on Equity Offering in the amount of AUD 425.294396 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 184,910,607 Price\Range: AUD 2.3 Discount Per Security: AUD 0.046 Transaction Features: Rights Offering; Subsequent Direct Listingお知らせ • Aug 11Lynas Corporation Limited to Report Fiscal Year 2020 Results on Aug 17, 2020Lynas Corporation Limited announced that they will report fiscal year 2020 results at 9:20 PM, GMT Standard Time on Aug 17, 2020お知らせ • Jul 10Lynas Corporation Limited to Report Q4, 2020 Results on Jul 22, 2020Lynas Corporation Limited announced that they will report Q4, 2020 results at 9:20 PM, GMT Standard Time on Jul 22, 2020株主還元LYCAU Metals and MiningAU 市場7D-1.5%0.4%-0.2%1Y121.5%45.9%1.0%株主還元を見る業界別リターン: LYC過去 1 年間で45.9 % の収益を上げたAustralian Metals and Mining業界を上回りました。リターン対市場: LYC過去 1 年間で1 % の収益を上げたAustralian市場を上回りました。価格変動Is LYC's price volatile compared to industry and market?LYC volatilityLYC Average Weekly Movement7.3%Metals and Mining Industry Average Movement11.6%Market Average Movement9.6%10% most volatile stocks in AU Market17.0%10% least volatile stocks in AU Market4.0%安定した株価: LYC 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: LYCの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1983n/aPol Le Rouxlynasrareearths.comリナス・レアアース・リミテッドは、その子会社とともに、オーストラリアとマレーシアでレアアース鉱物の探査、開発、採掘、抽出、加工に従事している。西オーストラリア州のマウント・ウェルドとカルグーリー・プロジェクトの権益を保有。製品にはランタン、セリウム、プラセオジム、ネオジム、サマリウム、ユーロピウム、ガドリニウム、テルビウム、ジスプロシウムなどがある。同社はまた、高度な材料加工・濃縮プラントの開発・運営や、企業向けサービスも提供している。以前はリナス・コーポレーション・リミテッドとして知られていたが、2020年11月にリナス・コーポレーション・リミテッドに社名変更。リナス・レアアース・リミテッドは1983年に設立され、オーストラリアのパースに拠点を置く。もっと見るLynas Rare Earths Limited 基礎のまとめLynas Rare Earths の収益と売上を時価総額と比較するとどうか。LYC 基礎統計学時価総額AU$18.34b収益（TTM）AU$82.35m売上高(TTM)AU$715.89m222.7xPER（株価収益率25.6xP/SレシオLYC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計LYC 損益計算書（TTM）収益AU$715.89m売上原価AU$493.09m売上総利益AU$222.80mその他の費用AU$140.45m収益AU$82.35m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.082グロス・マージン31.12%純利益率11.50%有利子負債／自己資本比率4.0%LYC の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/03 20:12終値2026/07/03 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lynas Rare Earths Limited 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32 アナリスト機関Dale KoendersBarrenjoey Markets Pty LimitedDaniel MorganBarrenjoey Markets Pty LimitedMollie UrquhartBarrenjoey Markets Pty Limited29 その他のアナリストを表示
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Non-Executive Director Kath Bozanic was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 13Lynas Rare Earths Limited to Report Nine Months, 2026 Results on Apr 21, 2026Lynas Rare Earths Limited announced that they will report nine months, 2026 results on Apr 21, 2026
お知らせ • Jan 13+ 1 more updateAmanda Lacaze to Retire as Chief Executive Officer of Lynas Rare Earths LimitedLynas Rare Earths Limited announced that Chief Executive Officer, Amanda Lacaze has advised the Board of her intention to retire after 12 years in the role. The Board has initiated a search process to select a new CEO to lead the company through its next stage of growth. This process will consider both internal and external candidates. Ms Lacaze intends to remain with the company until the end of the current financial year to enable a smooth transition.
お知らせ • Jan 07Lynas Rare Earths Limited to Report Q2, 2026 Results on Jan 21, 2026Lynas Rare Earths Limited announced that they will report Q2, 2026 results on Jan 21, 2026
お知らせ • Nov 26Lynas Rare Earths Limited Approves Election of Kathleen Bozanic as DirectorLynas Rare Earths Limited at its AGM held on November 26, 2025, approved election of Kathleen Bozanic as a Director.
お知らせ • Oct 22Lynas Rare Earths Limited to Report Q1, 2026 Results on Oct 30, 2025Lynas Rare Earths Limited announced that they will report Q1, 2026 results on Oct 30, 2025
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Non-Executive Director Kath Bozanic was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 13Lynas Rare Earths Limited to Report Nine Months, 2026 Results on Apr 21, 2026Lynas Rare Earths Limited announced that they will report nine months, 2026 results on Apr 21, 2026
お知らせ • Jan 13+ 1 more updateAmanda Lacaze to Retire as Chief Executive Officer of Lynas Rare Earths LimitedLynas Rare Earths Limited announced that Chief Executive Officer, Amanda Lacaze has advised the Board of her intention to retire after 12 years in the role. The Board has initiated a search process to select a new CEO to lead the company through its next stage of growth. This process will consider both internal and external candidates. Ms Lacaze intends to remain with the company until the end of the current financial year to enable a smooth transition.
お知らせ • Jan 07Lynas Rare Earths Limited to Report Q2, 2026 Results on Jan 21, 2026Lynas Rare Earths Limited announced that they will report Q2, 2026 results on Jan 21, 2026
お知らせ • Nov 26Lynas Rare Earths Limited Approves Election of Kathleen Bozanic as DirectorLynas Rare Earths Limited at its AGM held on November 26, 2025, approved election of Kathleen Bozanic as a Director.
お知らせ • Oct 22Lynas Rare Earths Limited to Report Q1, 2026 Results on Oct 30, 2025Lynas Rare Earths Limited announced that they will report Q1, 2026 results on Oct 30, 2025
お知らせ • Sep 16Lynas Rare Earths Limited, Annual General Meeting, Nov 26, 2025Lynas Rare Earths Limited, Annual General Meeting, Nov 26, 2025. Location: the mint, 10 macquarie street, sydney nsw 2000 Australia
お知らせ • Aug 29Lynas Rare Earths Limited has completed a Follow-on Equity Offering in the amount of AUD 750.000006 million.Lynas Rare Earths Limited has completed a Follow-on Equity Offering in the amount of AUD 750.000006 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 56,603,774 Price\Range: AUD 13.25 Discount Per Security: AUD 0.265 Transaction Features: Subsequent Direct Listing
Reported Earnings • Aug 28Full year 2025 earnings released: EPS: AU$0.009 (vs AU$0.09 in FY 2024)Full year 2025 results: EPS: AU$0.009 (down from AU$0.09 in FY 2024). Revenue: AU$556.5m (up 20% from FY 2024). Net income: AU$7.99m (down 91% from FY 2024). Profit margin: 1.4% (down from 18% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 28+ 1 more updateLynas Rare Earths Limited has filed a Follow-on Equity Offering in the amount of AUD 75.000009 million.Lynas Rare Earths Limited has filed a Follow-on Equity Offering in the amount of AUD 75.000009 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 5,660,378 Price\Range: AUD 13.25
Buy Or Sell Opportunity • Aug 20Now 26% undervaluedOver the last 90 days, the stock has risen 72% to AU$13.90. The fair value is estimated to be AU$18.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 52%. For the next 3 years, revenue is forecast to grow by 28% per annum. Earnings are also forecast to grow by 49% per annum over the same time period.
お知らせ • Aug 18Lynas Rare Earths Limited to Report Fiscal Year 2025 Results on Aug 28, 2025Lynas Rare Earths Limited announced that they will report fiscal year 2025 results on Aug 28, 2025
お知らせ • Jul 10Lynas Rare Earths Limited to Report Q4, 2025 Results on Jul 24, 2025Lynas Rare Earths Limited announced that they will report Q4, 2025 results Pre-Market on Jul 24, 2025
お知らせ • Apr 15Lynas Rare Earths Limited to Report Q3, 2025 Results on Apr 28, 2025Lynas Rare Earths Limited announced that they will report Q3, 2025 results on Apr 28, 2025
お知らせ • Feb 17Lynas Rare Earths Limited to Report First Half, 2025 Results on Feb 26, 2025Lynas Rare Earths Limited announced that they will report first half, 2025 results on Feb 26, 2025
お知らせ • Jan 10Lynas Rare Earths Limited to Report Q2, 2025 Results on Jan 17, 2025Lynas Rare Earths Limited announced that they will report Q2, 2025 results on Jan 17, 2025
お知らせ • Oct 10Lynas Rare Earths Limited to Report Q1, 2025 Results on Oct 30, 2024Lynas Rare Earths Limited announced that they will report Q1, 2025 results Pre-Market on Oct 30, 2024
お知らせ • Sep 26Lynas Rare Earths Limited, Annual General Meeting, Nov 27, 2024Lynas Rare Earths Limited, Annual General Meeting, Nov 27, 2024. Location: the mint, 10 macquarie street, sydney nsw 2000 Australia
Reported Earnings • Aug 28Full year 2024 earnings released: EPS: AU$0.09 (vs AU$0.34 in FY 2023)Full year 2024 results: EPS: AU$0.09 (down from AU$0.34 in FY 2023). Revenue: AU$463.3m (down 37% from FY 2023). Net income: AU$84.5m (down 73% from FY 2023). Profit margin: 18% (down from 42% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Aug 16Lynas Rare Earths Limited to Report Fiscal Year 2024 Results on Aug 28, 2024Lynas Rare Earths Limited announced that they will report fiscal year 2024 results on Aug 28, 2024
お知らせ • Aug 06Lynas Boss to Keep Going After MP Merger AbandonedLynas Rare Earths Limited (ASX:LYC) boss Amanda Lacaze says a merger with MP Materials Corp. (NYSE:MP) would have been "an excellent tie-up" for both businesses, but the companies were unable to reach a commercial agreement. Speaking to journalists at the Diggers and Dealers mining conference in Kalgoorlie on 05 August 2024, the seasoned chief executive said the two companies were the only two non-Chinese producers of rare earths globally. "We remain convinced it would be an excellent tie-up of both our businesses," she said. When asked if talks had been held over the medium term about a tie-up, she said "we come across each other very often, so we know each other well". Lynas confirmed in February that it held mergers and acquisition discussions with Nevada-based MP Materials Corp, about a potential transaction but that the talks had ended.
お知らせ • Jul 17Lynas Rare Earths Limited to Report Q4, 2024 Results on Jul 23, 2024Lynas Rare Earths Limited announced that they will report Q4, 2024 results on Jul 23, 2024
Buy Or Sell Opportunity • Jul 01Now 30% undervaluedOver the last 90 days, the stock has risen 6.6% to AU$6.17. The fair value is estimated to be AU$8.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 28% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Buy Or Sell Opportunity • Jun 26Now 21% undervaluedOver the last 90 days, the stock has risen 4.9% to AU$5.98. The fair value is estimated to be AU$7.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 28% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
お知らせ • Apr 11Lynas Rare Earths Limited to Report Q3, 2024 Results on Apr 24, 2024Lynas Rare Earths Limited announced that they will report Q3, 2024 results on Apr 24, 2024
Reported Earnings • Feb 27First half 2024 earnings released: EPS: AU$0.042 (vs AU$0.17 in 1H 2023)First half 2024 results: EPS: AU$0.042 (down from AU$0.17 in 1H 2023). Revenue: AU$234.8m (down 37% from 1H 2023). Net income: AU$39.5m (down 74% from 1H 2023). Profit margin: 17% (down from 41% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 31% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 08Lynas Rare Earths Limited to Report First Half, 2024 Results on Feb 26, 2024Lynas Rare Earths Limited announced that they will report first half, 2024 results on Feb 26, 2024
お知らせ • Jan 12Lynas Rare Earths Limited to Report Q2, 2024 Results on Jan 22, 2024Lynas Rare Earths Limited announced that they will report Q2, 2024 results on Jan 22, 2024
Recent Insider Transactions • Nov 18MD, CEO & Director recently sold AU$4.0m worth of stockOn the 15th of November, Amanda Lacaze sold around 570k shares on-market at roughly AU$7.08 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Amanda's only on-market trade for the last 12 months.
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Non-Executive Director John Beevers was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$7.09, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 148% over the past three years.
お知らせ • Oct 11Lynas Rare Earths Limited to Report Q1, 2024 Results on Oct 20, 2023Lynas Rare Earths Limited announced that they will report Q1, 2024 results on Oct 20, 2023
お知らせ • Oct 10Lynas Rare Earths Limited Announces Executive ChangesLynas Rare Earths Ltd. advised that Lynas Chairman Kathleen Conlon has announced her intention to retire from the Board as Chairman and independent Non-Executive Director, effective from the conclusion of the Company's AGM on 29 November 2023. Ms. Conlon has been a Non-Executive Director of Lynas for 12 years and Chairman for the past three years. John Humphrey, an independent Non-Executive Director since May 2017, has been elected to succeed Kathleen in the role of Chairman. Mr. Humphrey is currently the Chair of the Nomination, Remuneration and Community Committee and a member of the Audit, Risk and ESG Committee. Mr. Humphrey is an experienced Non-Executive Director and Chairman and specialist in corporate finance, corporate governance and mergers and acquisitions. During her 12 years on the Board, Ms. Conlon has made a significant contribution to Lynas' successful development to its position as a leading global supplier of Rare Earths materials and an ASX100 company. Kathleen's expertise and guidance has been important through each phase of the company's development from start-up to establishment and now into next growth phase.
Reported Earnings • Aug 29Full year 2023 earnings released: EPS: AU$0.34 (vs AU$0.60 in FY 2022)Full year 2023 results: EPS: AU$0.34 (down from AU$0.60 in FY 2022). Revenue: AU$739.3m (down 20% from FY 2022). Net income: AU$310.7m (down 43% from FY 2022). Profit margin: 42% (down from 59% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 22Lynas Rare Earths Limited to Report Fiscal Year 2023 Results on Aug 29, 2023Lynas Rare Earths Limited announced that they will report fiscal year 2023 results on Aug 29, 2023
お知らせ • Jul 31Lynas Rare Earths Limited, Annual General Meeting, Nov 29, 2023Lynas Rare Earths Limited, Annual General Meeting, Nov 29, 2023, at 09:00 E. Australia Standard Time. Location: The Mint 10 Macquarie St Sydney Australia
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$7.38, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 9x in the Metals and Mining industry in Australia. Total returns to shareholders of 326% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$7.50 per share.
Buying Opportunity • Feb 27Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be AU$10.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 80%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
お知らせ • Jan 18Lynas Rare Earths Limited to Report Q2, 2023 Results on Jan 30, 2023Lynas Rare Earths Limited announced that they will report Q2, 2023 results on Jan 30, 2023
Reported Earnings • Oct 14Full year 2022 earnings released: EPS: AU$0.60 (vs AU$0.18 in FY 2021)Full year 2022 results: EPS: AU$0.60 (up from AU$0.18 in FY 2021). Revenue: AU$920.0m (up 88% from FY 2021). Net income: AU$540.8m (up 244% from FY 2021). Profit margin: 59% (up from 32% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 29Full year 2022 earnings released: EPS: AU$0.60 (vs AU$0.18 in FY 2021)Full year 2022 results: EPS: AU$0.60 (up from AU$0.18 in FY 2021). Revenue: AU$920.0m (up 88% from FY 2021). Net income: AU$540.8m (up 244% from FY 2021). Profit margin: 59% (up from 32% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 84,733% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Apr 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be AU$12.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
Recent Insider Transactions • Mar 22MD, CEO & Director recently sold AU$5.7m worth of stockOn the 18th of March, Amanda Lacaze sold around 600k shares on-market at roughly AU$9.54 per share. This was the largest sale by an insider in the last 3 months. Amanda has been a seller over the last 12 months, reducing personal holdings by AU$10m.
Buying Opportunity • Mar 08Now 21% undervaluedOver the last 90 days, the stock is up 6.2%. The fair value is estimated to be AU$12.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 51% per annum over the last 3 years.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 23% share price gain to AU$10.94, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Metals and Mining industry in Australia. Total returns to shareholders of 584% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$8.88 per share.
Reported Earnings • Feb 28First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.17 (up from AU$0.049 in 1H 2021). Revenue: AU$314.8m (up 56% from 1H 2021). Net income: AU$156.9m (up 286% from 1H 2021). Profit margin: 50% (up from 20% in 1H 2021). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 66%, compared to a 787% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$9.23, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 500% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$6.97 per share.
Recent Insider Transactions • Dec 07MD, CEO & Director recently sold AU$1.8m worth of stockOn the 2nd of December, Amanda Lacaze sold around 200k shares on-market at roughly AU$9.15 per share. In the last 3 months, they made an even bigger sale worth AU$2.5m. Amanda has been a seller over the last 12 months, reducing personal holdings by AU$7.9m.
Recent Insider Transactions • Sep 14MD, CEO & Director recently sold AU$2.5m worth of stockOn the 13th of September, Amanda Lacaze sold around 350k shares on-market at roughly AU$7.16 per share. This was the largest sale by an insider in the last 3 months. Amanda has been a seller over the last 12 months, reducing personal holdings by AU$6.0m.
Reported Earnings • Aug 30Full year 2021 earnings released: EPS AU$0.18 (vs AU$0.028 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$489.0m (up 60% from FY 2020). Net income: AU$156.1m (up AU$175.5m from FY 2020). Profit margin: 32% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Executive Departure • Apr 17General Counsel & Company Secretary has left the companyOn the 16th of April, Andrew Arnold's tenure as General Counsel & Company Secretary ended after 12.7 years in the role. As of December 2020, Andrew personally held 509.00k shares (AU$2.0m worth at the time). A total of 2 executives have left over the last 12 months.
Reported Earnings • Feb 27First half 2021 earnings released: EPS AU$0.049 (vs AU$0.006 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$202.5m (up 12% from 1H 2020). Net income: AU$40.6m (up AU$36.7m from 1H 2020). Profit margin: 20% (up from 2.2% in 1H 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 18New 90-day high: AU$6.15The company is up 82% from its price of AU$3.38 on 20 November 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$9.78 per share.
お知らせ • Feb 10Lynas Rare Earths Limited to Report First Half, 2021 Results on Feb 26, 2021Lynas Rare Earths Limited announced that they will report first half, 2021 results on Feb 26, 2021
Recent Insider Transactions • Feb 10MD, CEO & Director recently sold AU$3.5m worth of stockOn the 3rd of February, Amanda Lacaze sold around 700k shares on-market at roughly AU$5.05 per share. This was the largest sale by an insider in the last 3 months. Amanda has been a seller over the last 12 months, reducing personal holdings by AU$6.2m.
お知らせ • Jan 29Lynas Rare Earths Limited Announces General Counsel and Company Secretary TransitionLynas Rare Earths Limited announced that Sarah Leonard has been appointed as General Counsel & Company Secretary of Lynas, effective from 27 January 2021. Ms Leonard will succeed Andrew Arnold who will step down after 12 years as Lynas' General Counsel and Company Secretary. Mr. Arnold has been a senior member of the Lynas leadership team since 2008, having joined the company soon after Phase 1 construction commenced. Initially based in Following Ms Leonard's appointment, Ivo Polovineo will step down as the Australian Company Secretary of Lynas effective 16 April 2021, and he will continue as a consultant to the company.
お知らせ • Jan 23Lynas Rare Earths Limited Signs Contract Through Its Wholly Owned Subsidiary, Lynas USA LLC to Build US Light Rare Earths FacilityLynas Rare Earths Limited has entered into an agreement with the United States Government to build a commercial Light Rare Earths separation plant in the United States, through its wholly owned subsidiary, Lynas USA LLC. This collaboration with the Department of Defense is sponsored by the Title III, Defense Production Act program, which sits within the Pentagon's office of Industrial Policy, and will ultimately be directed by the Office of the Undersecretary for Acquisition and Sustainment. This project is scheduled to be completed in accordance with the Department of Defense timetable and as part of company Lynas 2025 plan. Detailed costings are still being finalized; company expect Department of Defense funding to be capped at approximately USD 30 million. Lynas will also be expected to contribute approximately USD 30 million under the agreement. The plant is expected to be located in Texas. Once operational, the plant is expected to produce approximately 5,000 tonnes per annum of Rare Earths products, including approximately 1,250 tonnes per annum of NdPr. The plant will be able to receive material directly from the cracking & leaching plant that Lynas is developing in Kalgoorlie, Western Australia. The signing of this agreement follows the announcement on 27 July 2020, that Lynas had signed a contract with the U.S. Department of Defense for Phase I work on a U.S. based Heavy Rare Earth separation facility. Should that contract proceed to the next phase, the Texas facility would house both Heavy Rare Earths and Light Rare Earths processing facilities. The facilities will serve both the Defense Industrial Base (DIB) and the growing commercial market, including electric vehicles and green technologies made in the U.S. as well as in global markets.
Is New 90 Day High Low • Jan 20New 90-day high: AU$4.70The company is up 64% from its price of AU$2.87 on 23 October 2020. The Australian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.59 per share.
Is New 90 Day High Low • Jan 05New 90-day high: AU$4.34The company is up 60% from its price of AU$2.71 on 08 October 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.82 per share.
お知らせ • Nov 27Lynas Corporation Limited Announces Exploration Results from Recent Deeper Drilling in the Fresh CarbonatiteLynas Corporation Limited announced exploration results from recent deeper drilling in the Fresh Carbonatite below the area of the Mineral Resources and Ore Reserves. The following report provides information to support the Exploration Results. Key highlights are; Successfully established two new bores to a depth of 100 metres and 106 metres respectively below the current pit floor. Both holes were extended for exploration purposes below the current Life of Mine pit design depth and this is the first time to have drilled these depths. Significant and continuous intersections of Rare Earth minerals were encountered including Light Rare Earth elements and Heavy Rare Earth elements. Rare Earth Element mineralisation remains open at depth. One new borehole included 149 metres of 2.2% Rare Earth Oxides in carbonatite from 52 metres to 201 metres. The other new borehole included 61 metres at 2.7% REO in carbonatite from 17 metres to 78 metres. Grain size is significantly coarser than the fine-grained Rare Earth minerals in the saprolite zone of the current Mt Weld mining zone. Two vertical holes were drilled in September and October 2020 from the base of the current Mt Weld Open Pit. The holes are designated LWB025 and LWB026. The holes were drilled from the base of the existing pit. Immediate mining campaigns plan to extend laterally prior to mining deeper to the final Life of Mine Pit limits and therefore will not disturb the water bores in the medium term.
Is New 90 Day High Low • Nov 05New 90-day high: AU$3.03The company is up 21% from its price of AU$2.50 on 07 August 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$11.27 per share.
お知らせ • Oct 12Lynas Corporation Limited to Report Q1, 2021 Results on Oct 21, 2020Lynas Corporation Limited announced that they will report Q1, 2021 results at 9:20 PM, GMT Standard Time on Oct 21, 2020
Is New 90 Day High Low • Oct 08New 90-day high: AU$2.63The company is up 30% from its price of AU$2.02 on 10 July 2020. The Australian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$5.41 per share.
お知らせ • Sep 29Lynas Corporation Limited Announces Board ChangesLynas Corporation Limited confirmed that the appointment of Chair-elect Kathleen Conlon and retirement of current Lynas Chair Mike Harding will be effective from 30 September 2020. Lynas announced the appointment of Dr. Vanessa Guthrie as a new Non-Executive Director, with effect from 1 October 2020. Dr. Guthrie's appointment is consistent with strategy to ensure the composition of the Lynas Board is appropriate to the company's operations and future goals. Dr. Guthrie is an experienced Board director with over 30 years' experience in the resources sector.
Recent Insider Transactions • Sep 19MD, CEO & Director recently sold AU$2.6m worth of stockOn the 14th of September, Amanda Lacaze sold around 1m shares on-market at roughly AU$2.39 per share. This was the largest sale by an insider in the last 3 months. This was Amanda's only on-market trade for the last 12 months.
お知らせ • Sep 10Lynas Corporation Limited has completed a Follow-on Equity Offering in the amount of AUD 425.294396 million.Lynas Corporation Limited has completed a Follow-on Equity Offering in the amount of AUD 425.294396 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 184,910,607 Price\Range: AUD 2.3 Discount Per Security: AUD 0.046 Transaction Features: Rights Offering; Subsequent Direct Listing
お知らせ • Aug 11Lynas Corporation Limited to Report Fiscal Year 2020 Results on Aug 17, 2020Lynas Corporation Limited announced that they will report fiscal year 2020 results at 9:20 PM, GMT Standard Time on Aug 17, 2020
お知らせ • Jul 10Lynas Corporation Limited to Report Q4, 2020 Results on Jul 22, 2020Lynas Corporation Limited announced that they will report Q4, 2020 results at 9:20 PM, GMT Standard Time on Jul 22, 2020
