LYC Share Price Performance
AU$0
-7.21 (-100.00%)
Price AU$0
Fair ValueAU$15.77
Share Pricen/a
Lynas Rare Earths Limited Stock Price
- 3 Narratives written by author
- 3 Comments on narratives written by author
- 194 Fair Values set on narratives written by author
LYC Community Narratives
AN
Fair Value AU$15.77 1.3% undervalued intrinsic discount
Western Government Spending And China Tensions Will Sustain Rare Earth Demand Expectations
4users have liked this narrative
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AN
Fair Value AU$17.5 11.1% undervalued intrinsic discount
Electrification And Western Support Will Drive Rare Earth Demand
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AN
Fair Value AU$7 122.3% overvalued intrinsic discount
Recycling Advances Will Erode Rare Earth Demand Despite Capacity Ramp-Ups
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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
247
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AN
AU$7
122.3% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
50.73% p.a.
Profit Margin
32.02%
Future PE
13.44x
Price in 2029
AU$8.77
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
1.5k
users have viewed this narrative4users have liked this narrative
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AN
AU$15.77
1.3% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
52.43% p.a.
Profit Margin
41.91%
Future PE
22.36x
Price in 2028
AU$19.7
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
149
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11users have followed this narrative
AN
AU$17.5
11.1% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
59.13% p.a.
Profit Margin
45.25%
Future PE
21.05x
Price in 2028
AU$22.78
Trending Discussion
Recently Updated Narratives
AN
LYC: Execution Risks On Project Pipeline Will Pressure Overextended Earnings Expectations
Fair Value: AU$7 122.3% overvalued intrinsic discount
7 followersusers have followed this narrative
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AN
LYC: Exploration Upside Is Expected To Drive Returns Amid Supply Chain Realignment
Fair Value: AU$15.77 1.3% undervalued intrinsic discount
94 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
Electrification And Western Support Will Drive Rare Earth Demand
Fair Value: AU$17.5 11.1% undervalued intrinsic discount
11 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Lynas Rare Earths Limited Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Jan 20, 2026
- 0.0079
- 23.33%
- 1.44%
- 6.4%
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.
