LYC Share Price Performance
AU$0
-7.13 (-100.00%)
Price AU$0
Fair ValueAU$16.65
Share Pricen/a
Lynas Rare Earths Limited Stock Price
- 5 Narratives written by author
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- 209 Fair Values set on narratives written by author
LYC Community Narratives
AN
Fair Value AU$16.65 6.4% overvalued intrinsic discount
Western Government Spending And China Tensions Will Sustain Rare Earth Demand Expectations
4users have liked this narrative
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PE
Fair Value AU$23 23.0% undervalued intrinsic discount
Lynas Rare Earths: Owning the Policy-Backed Growth Regime, Not Just the Ore Body.
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AL
Fair Value AU$23.15 23.5% undervalued intrinsic discount
China-threatening vital rare earth supplier, LYC.
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Lynas Rare Earths: Owning the Policy-Backed Growth Regime, Not Just the Ore Body.
Synopsis & Business Model: A Strategic Bottleneck, Not Just a Miner Lynas Rare Earths is best understood as a vertically integrated critical-minerals utility rather than a conventional cyclical miner. It operates one of the world’s highest‑grade rare earth deposits at Mt Weld in Western Australia, with ore concentrated on site and then processed through its cracking and leaching facility in Kalgoorlie and its separation and refining plant in Gebeng, Malaysia.Read more
92
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PE
AU$23
23.0% undervalued intrinsic discount
penelopewheeler's Fair Value
Revenue
20.95% p.a.
Profit Margin
11.5%
Future PE
224.03x
Price in 2031
AU$33.83
China-threatening vital rare earth supplier, LYC.
Lynas Rare Earths (ASX: LYC): A Leveraged Bet on Rare Earth Prices and Supply Chain Diversification Key Takeaways Lynas Rare Earths is the largest producer of separated rare earths outside China , making it strategically important in the global push to diversify critical mineral supply chains. Neodymium-Praseodymium (NdPr) oxide drives the majority of Lynas’ revenue , and earnings are highly sensitive to its price.Read more
122
users have viewed this narrative1users have liked this narrative
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AL
AU$23.15
23.5% undervalued intrinsic discount
aliquid_novi's Fair Value
Revenue
12% p.a.
Profit Margin
22%
Future PE
220x
Price in 2031
AU$50.74
Western Government Spending And China Tensions Will Sustain Rare Earth Demand Expectations
Key Takeaways Market optimism relies on sustained government support, flawless downstream expansion, and ongoing demand from global electrification, projecting strong revenue and earnings growth. Potential risks like regulatory challenges, limited product diversity, and technological or geopolitical shifts are being underestimated, leaving Lynas exposed to downside surprises.Read more
1.8k
users have viewed this narrative4users have liked this narrative
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AN
AU$16.65
6.4% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
45.36% p.a.
Profit Margin
40.58%
Future PE
29.02x
Price in 2029
AU$21
Electrification And Western Support Will Drive Rare Earth Demand
Key Takeaways Lynas is positioned to benefit from Western government support, securing revenue stability and margin protection as a key non-China supplier in critical minerals. Expansion in production capacity and value-added downstream integration enhances Lynas's margins, market influence, and attractiveness to global partners seeking diversified supply.Read more
216
users have viewed this narrative0users have liked this narrative
1users have commented on this narrative
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AN
AU$25.99
31.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
78.18% p.a.
Profit Margin
39.83%
Future PE
24.32x
Price in 2029
AU$32.6
Recycling Advances Will Erode Rare Earth Demand Despite Capacity Ramp-Ups
Key Takeaways Advancements in recycling, alternative technologies, and increased global supply threaten the long-term demand, pricing power, and market relevance of Lynas's core rare earth products. Regulatory hurdles, environmental risks, and heavy reliance on a single mine expose Lynas to heightened compliance costs, operational disruptions, and resource concentration risks.Read more
366
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7users have followed this narrative
AN
AU$7
153.1% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
52.49% p.a.
Profit Margin
31.34%
Future PE
13.26x
Price in 2029
AU$8.77
Trending Discussion
Recently Updated Narratives
PE
Lynas Rare Earths: Owning the Policy-Backed Growth Regime, Not Just the Ore Body.
Fair Value: AU$23 23.0% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AL
China-threatening vital rare earth supplier, LYC.
Fair Value: AU$23.15 23.5% undervalued intrinsic discount
1 followerusers have followed this narrative
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AN
LYC: Full Operations And Offtake Agreements Will Limit Upside At Current Levels
Fair Value: AU$16.65 6.4% overvalued intrinsic discount
98 followersusers have followed this narrative
1 commentusers have commented on this narrative
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Snowflake Analysis
Lynas Rare Earths Limited Key Details
About LYC
- Founded
- 1983
- Employees
- n/a
- CEO
- WebsiteView website
Lynas Rare Earths Limited, together with its subsidiaries, engages in the exploration, development, mining, extraction, and processing of rare earth minerals in Australia and Malaysia. The company holds interests in the Mt Weld rare earths mine and concentration plant near Laverton in Western Australia; a rare earths processing facility in Kalgoorlie, Western Australia; and an advanced materials plant in Gebeng, Malaysia. It also offers light rare earths, including lanthanum, cerium, praseodymium, and neodymium; and heavy rare earth, comprising of samarium, europium, gadolinium, terbium, and dysprosium. In addition, the company develops and operates advanced material processing and concentration plants, as well as offers corporate services. The company was formerly known as Lynas Corporation Limited and changed its name to Lynas Corporation Limited in November 2020. Lynas Rare Earths Limited was incorporated in 1983 and is headquartered in Perth, Australia.
Recent LYC News & Updates
