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LYC logo

Lynas Rare Earths Limited Stock Price

ASX:LYC Community·AU$15.1b Market Cap
  • 8 Narratives written by author
  • 4 Comments on narratives written by author
  • 291 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

LYC Share Price Performance

AU$0
-14.27 (-100.00%)
​
AU$18.28
Fair Value
AU$0
-14.27 (-100.00%)
​
Price AU$0
Wed, 5 Aug 26
Fair ValueAU$18.28
Share Pricen/a

LYC Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value AU$18.28 17.7% undervalued intrinsic discount

Western Government Spending And China Tensions Will Sustain Rare Earth Demand Expectations

4users have liked this narrative
1users have commented on this narrative
115users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value AU$22.5 33.1% undervalued intrinsic discount

Electrification And Western Support Will Drive Rare Earth Demand

0users have liked this narrative
1users have commented on this narrative
18users have followed this narrative
JA
Jamesiskindacool
Jamesiskindacool's
Fair Value
·
Fair Value AU$11.23 34.1% overvalued intrinsic discount

Should we LYC Lynas? A Rare Opportunity?

1users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
LYC logo
Lynas Rare Earths
34.1% overvalued intrinsic discount

Should we LYC Lynas? A Rare Opportunity?

View narrative
JA
Jamesiskindacool
Jamesiskindacool
Published 12 Jul
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LYC logo
Lynas Rare Earths
34.2% undervalued intrinsic discount

Lynas Rare Earths to Shine with 281% Future P/E Surge

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ZH
zhalia
zhalia
Published 12 May
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LYC logo
Lynas Rare Earths
34.6% undervalued intrinsic discount

Lynas Rare Earths: Owning the Policy-Backed Growth Regime, Not Just the Ore Body.

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PE
penelopewheeler
penelopewheeler
Published 7 Mar
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LYC logo
Lynas Rare Earths
35.0% undervalued intrinsic discount

China-threatening vital rare earth supplier, LYC.

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AL
aliquid_novi
Published 4 Mar
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LYC logo
Lynas Rare Earths
54.9% undervalued intrinsic discount

Lynas Rare Earths Will Continue to Surge Alongside The Transition To a Green Future

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EL
EllysiaL
Published 13 Mar
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LYC logo
Lynas Rare Earths
33.1% undervalued intrinsic discount

Electrification And Western Support Will Drive Rare Earth Demand

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
Read Narrative
LYC logo
Lynas Rare Earths
17.7% undervalued intrinsic discount

Western Government Spending And China Tensions Will Sustain Rare Earth Demand Expectations

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 5 Aug
Read Narrative
LYC logo
Lynas Rare Earths
50.5% overvalued intrinsic discount

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

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AN
AnalystLowTarget
AnalystLowTarget
Updated 21 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

JA
Jamesiskindacool
LYC logo

Should we LYC Lynas? A Rare Opportunity?

Fair Value: AU$11.23 34.1% overvalued intrinsic discount
12 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
ZH
zhalia
LYC logo

Lynas Rare Earths to Shine with 281% Future P/E Surge

Fair Value: AU$22.87 34.2% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
EL
LYC logo

Lynas Rare Earths Will Continue to Surge Alongside The Transition To a Green Future

Fair Value: AU$33.35 54.9% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

0 Risks
3 Rewards
View Full Analysis

Lynas Rare Earths Limited Key Details

AU$977.9m

Revenue

AU$585.5m

Cost of Revenue

AU$392.5m

Gross Profit

AU$170.1m

Other Expenses

AU$222.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.22
40.13%
22.74%
3.4%
View Full Analysis

About LYC

Founded
1983
Employees
1156
CEO
Pol Le Roux
WebsiteView website
www.lynasrareearths.com

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 located in Laverton Western Australia; a rare earths processing facility in Kalgoorlie, Western Australia; and an advanced materials plant in Gebeng Industrial Estate, Malaysia. It also offers light rare earths, including lanthanum, cerium, praseodymium, and neodymium; heavy rare earth comprising of samarium, europium, gadolinium, terbium, and dysprosium; and SEGH, a mixed heavy rare earth compound containing mixed samarium, europium, gadolinium, holmium, dysprosium, and terbium. In addition, the company develops and operates advanced material processing and concentration plants; and develops processing opportunities, 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

User avatar
Narrative Update • Sep 03

LYC: US Supply Chain Expansion And Policy Support Will Drive Future Upside

Analysts have trimmed their price target on Lynas Rare Earths from A$23.00 to A$22.50, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Lynas Rare Earths Lynas Rare Earths reported annual net profit after tax of A$222.4 million for the year ended 30 June, compared with A$8 million a year earlier, according to recent company results coverage.
User avatar
Narrative Update • Aug 19

LYC: Sector Policy Support And Full Operations Will Drive Rare Earth Upside

Analysts have reduced their price target for Lynas Rare Earths to A$23.0 from A$26.0, reflecting updated assumptions for the discount rate, revenue growth, profit margins and future P/E multiples. What’s in the News for Lynas Rare Earths The Pentagon is assessing whether to cancel an A$80 million equivalent conditional loan to ReElement Technologies that is linked to a wider A$1.4b critical minerals program, according to Bloomberg.

Recent updates

No updates

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