Announcement • Apr 13
Lynas Rare Earths Limited to Report Nine Months, 2026 Results on Apr 21, 2026 Lynas Rare Earths Limited announced that they will report nine months, 2026 results on Apr 21, 2026 Buy Or Sell Opportunity • Mar 31
Now 21% undervalued Over the last 90 days, the stock has risen 52% to AU$19.03. The fair value is estimated to be AU$24.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 89%. For the next 3 years, revenue is forecast to grow by 27% per annum. Earnings are also forecast to grow by 39% per annum over the same time period. New Risk • Mar 11
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Reported Earnings • Feb 27
First half 2026 earnings released: EPS: AU$0.082 (vs AU$0.006 in 1H 2025) First half 2026 results: EPS: AU$0.082 (up from AU$0.006 in 1H 2025). Revenue: AU$413.7m (up 63% from 1H 2025). Net income: AU$80.2m (up AU$74.4m from 1H 2025). Profit margin: 19% (up from 2.3% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 118 percentage points per year, which is a significant difference in performance. Announcement • Jan 07
Lynas Rare Earths Limited to Report Q2, 2026 Results on Jan 21, 2026 Lynas Rare Earths Limited announced that they will report Q2, 2026 results on Jan 21, 2026 New Risk • Dec 11
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: AU$4.9m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin). Significant insider selling over the past 3 months (AU$4.9m sold). Recent Insider Transactions • Dec 11
MD, CEO & Director recently sold AU$4.9m worth of stock On the 4th of December, Amanda Lacaze sold around 330k shares on-market at roughly AU$14.85 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Amanda has been a net seller over the last 12 months, reducing personal holdings by AU$8.8m. Announcement • Nov 26
Lynas Rare Earths Limited Approves Election of Kathleen Bozanic as Director Lynas Rare Earths Limited at its AGM held on November 26, 2025, approved election of Kathleen Bozanic as a Director. Announcement • Oct 22
Lynas Rare Earths Limited to Report Q1, 2026 Results on Oct 30, 2025 Lynas Rare Earths Limited announced that they will report Q1, 2026 results on Oct 30, 2025 Announcement • Sep 16
Lynas Rare Earths Limited, Annual General Meeting, Nov 26, 2025 Lynas Rare Earths Limited, Annual General Meeting, Nov 26, 2025. Location: the mint, 10 macquarie street, sydney nsw 2000 Australia Announcement • Aug 29
Lynas 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 29
Full 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 1.8% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance. Buy Or Sell Opportunity • Aug 20
Now 28% undervalued Over the last 90 days, the stock has risen 69% to AU$13.55. The fair value is estimated to be AU$18.71, 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. Announcement • Aug 18
Lynas Rare Earths Limited to Report Fiscal Year 2025 Results on Aug 28, 2025 Lynas Rare Earths Limited announced that they will report fiscal year 2025 results on Aug 28, 2025 Buy Or Sell Opportunity • Aug 01
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 27% to AU$10.52. The fair value is estimated to be AU$8.72, however this is not to be taken as a sell 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 32% per annum. Earnings are also forecast to grow by 49% per annum over the same time period. Announcement • Jul 10
Lynas Rare Earths Limited to Report Q4, 2025 Results on Jul 24, 2025 Lynas Rare Earths Limited announced that they will report Q4, 2025 results Pre-Market on Jul 24, 2025 New Risk • Jun 11
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin). Significant insider selling over the past 3 months (AU$3.9m sold). Recent Insider Transactions • May 10
MD, CEO & Director recently sold AU$3.9m worth of stock On the 7th of May, Amanda Lacaze sold around 463k shares on-market at roughly AU$8.40 per share. This transaction amounted to 17% 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. Announcement • Apr 15
Lynas Rare Earths Limited to Report Q3, 2025 Results on Apr 28, 2025 Lynas Rare Earths Limited announced that they will report Q3, 2025 results on Apr 28, 2025 Reported Earnings • Feb 28
First half 2025 earnings released: EPS: AU$0.006 (vs AU$0.042 in 1H 2024) First half 2025 results: EPS: AU$0.006 (down from AU$0.042 in 1H 2024). Revenue: AU$254.3m (up 8.3% from 1H 2024). Net income: AU$5.85m (down 85% from 1H 2024). Profit margin: 2.3% (down from 17% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. Announcement • Feb 17
Lynas Rare Earths Limited to Report First Half, 2025 Results on Feb 26, 2025 Lynas Rare Earths Limited announced that they will report first half, 2025 results on Feb 26, 2025 Announcement • Jan 10
Lynas Rare Earths Limited to Report Q2, 2025 Results on Jan 17, 2025 Lynas Rare Earths Limited announced that they will report Q2, 2025 results on Jan 17, 2025 Announcement • Oct 10
Lynas Rare Earths Limited to Report Q1, 2025 Results on Oct 30, 2024 Lynas Rare Earths Limited announced that they will report Q1, 2025 results Pre-Market on Oct 30, 2024 Announcement • Sep 26
Lynas Rare Earths Limited, Annual General Meeting, Nov 27, 2024 Lynas Rare Earths Limited, Annual General Meeting, Nov 27, 2024. Location: the mint, 10 macquarie street, sydney nsw 2000 Australia Reported Earnings • Aug 28
Full 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 1.3% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Announcement • Aug 16
Lynas Rare Earths Limited to Report Fiscal Year 2024 Results on Aug 28, 2024 Lynas Rare Earths Limited announced that they will report fiscal year 2024 results on Aug 28, 2024 Announcement • Aug 06
Lynas Boss to Keep Going After MP Merger Abandoned Lynas 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. Announcement • Jul 17
Lynas Rare Earths Limited to Report Q4, 2024 Results on Jul 23, 2024 Lynas Rare Earths Limited announced that they will report Q4, 2024 results on Jul 23, 2024 Announcement • Apr 11
Lynas Rare Earths Limited to Report Q3, 2024 Results on Apr 24, 2024 Lynas Rare Earths Limited announced that they will report Q3, 2024 results on Apr 24, 2024 New Risk • Feb 27
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 33% Last year net profit margin: 55% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (51% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (33% net profit margin). Shareholders have been diluted in the past year (3.3% increase in shares outstanding). Reported Earnings • Feb 27
First 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, compared to a 1.1% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Announcement • Feb 08
Lynas Rare Earths Limited to Report First Half, 2024 Results on Feb 26, 2024 Lynas Rare Earths Limited announced that they will report first half, 2024 results on Feb 26, 2024 Announcement • Jan 12
Lynas Rare Earths Limited to Report Q2, 2024 Results on Jan 22, 2024 Lynas Rare Earths Limited announced that they will report Q2, 2024 results on Jan 22, 2024 Recent Insider Transactions • Nov 19
MD, CEO & Director recently sold AU$4.0m worth of stock On 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 01
Insufficient new directors There 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 30
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to AU$7.11, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 7x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 145% over the past three years. Announcement • Oct 11
Lynas Rare Earths Limited to Report Q1, 2024 Results on Oct 20, 2023 Lynas Rare Earths Limited announced that they will report Q1, 2024 results on Oct 20, 2023 Announcement • Oct 10
Lynas Rare Earths Limited Announces Executive Changes Lynas 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 29
Full 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, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat. 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 40% per year, which means it is significantly lagging earnings growth. Announcement • Aug 22
Lynas Rare Earths Limited to Report Fiscal Year 2023 Results on Aug 29, 2023 Lynas Rare Earths Limited announced that they will report fiscal year 2023 results on Aug 29, 2023 Announcement • Jul 31
Lynas Rare Earths Limited, Annual General Meeting, Nov 29, 2023 Lynas Rare Earths Limited, Annual General Meeting, Nov 29, 2023, at 09:00 E. Australia Standard Time. Location: The Mint 10 Macquarie St Sydney Australia Buying Opportunity • Mar 01
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 4.0%. The fair value is estimated to be AU$10.46, 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. Announcement • Jan 18
Lynas Rare Earths Limited to Report Q2, 2023 Results on Jan 30, 2023 Lynas Rare Earths Limited announced that they will report Q2, 2023 results on Jan 30, 2023 Reported Earnings • Oct 14
Full 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, compared to a 5.5% growth forecast for the Metals and Mining industry in the United Kingdom. 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 43% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 28
Full 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 22%, compared to a 6.7% growth forecast for the Metals and Mining industry in the United Kingdom. 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 56% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 03
Investor sentiment improved over the past week After last week's 16% share price gain to AU$9.55, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 4x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 271% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$13.04 per share. Valuation Update With 7 Day Price Move • Jul 12
Investor sentiment deteriorated over the past week After last week's 18% share price decline to AU$7.45, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 5x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 176% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$11.36 per share. Valuation Update With 7 Day Price Move • May 31
Investor sentiment improved over the past week After last week's 15% share price gain to AU$9.85, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 394% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$9.51 per share. Recent Insider Transactions • Mar 22
MD, CEO & Director recently sold AU$5.7m worth of stock On 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. Valuation Update With 7 Day Price Move • Mar 03
Investor sentiment improved over the past week After last week's 25% share price gain to AU$10.93, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 604% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$9.18 per share. Reported Earnings • Feb 27
First half 2022 earnings: EPS in line with expectations, revenues disappoint First 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 65% while the industry in the United Kingdom is not expected to grow. 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. Recent Insider Transactions • Dec 07
MD, CEO & Director recently sold AU$1.8m worth of stock On 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. Valuation Update With 7 Day Price Move • Sep 16
Investor sentiment improved over the past week After last week's 15% share price gain to AU$7.75, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 7x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 221% over the past year. Simply Wall St's valuation model estimates the intrinsic value at AU$8.24 per share. Recent Insider Transactions • Sep 14
MD, CEO & Director recently sold AU$2.5m worth of stock On 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 29
Full 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. Executive Departure • Apr 17
General Counsel & Company Secretary has left the company On 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$1.7m worth at the time). A total of 2 executives have left over the last 12 months. Reported Earnings • Feb 27
First 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 40% per year, which means it is well ahead of earnings. Recent Insider Transactions • Feb 10
MD, CEO & Director recently sold AU$3.5m worth of stock On 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. Recent Insider Transactions • Sep 19
MD, CEO & Director recently sold AU$2.6m worth of stock On 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.