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Australia's Lynas Rare Earths has revamped its supply agreement with Japan Australia Rare Earths, securing a firm annual commitment for 5,000 tonnes of neodymium‑praseodymium, a key rare‑earth magnet material.
Malaysia has renewed Lynas Rare Earths' operating licence for 10 more years to import raw materials containing natural radioactive material and process rare earths, the Australian miner said on Monday.
Lynas Rare Earths Limited (LYSDY) Q2 2026 Earnings Call Transcript
Perpetua Resources (NASDAQ: PPTA - Get Free Report) and Lynas Rare Earths (OTCMKTS:LYSDY - Get Free Report) are both basic materials companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, dividends, institutional ownership, valuation and profitability. Analyst Ratings This is a summary
Lynas Rare Earths emerges as the stronger pick as rare earth demand rises, backed by completed expansions, heavy rare earth output and a cheaper valuation.
Lynas Rare Earths Limited (LYSDY) Q2 2026 Earnings Call Transcript
Lynas Rare Earths Limited remains a leading non-Chinese rare earths miner and refiner, with a healthy balance sheet and strategic positioning. Recent financials show revenue up 8.8% and production up 24.3% QoQ, but free cash flow remains near breakeven due to ongoing capex. Proposed U.S. legislation for a $2.5B rare earth strategic reserve could boost prices and demand, yet impact likely delayed by years.
The Australian rare-earths producer will consider both internal and external candidates to succeed Lacaze, who will remain with the company until the end of June.
China's move to ban exports of military-use items to Japan has possibly shifted investor attention sharply toward rare earth supply chains, lifting related shar
Lynas Rare Earths (OTCMKTS:LYSDY - Get Free Report) and Sibanye Gold (NYSE: SBSW - Get Free Report) are both basic materials companies, but which is the better stock? We will contrast the two companies based on the strength of their valuation, institutional ownership, risk, earnings, analyst recommendations, dividends and profitability. Analyst Ratings This is a breakdown
Lynas Rare Earths Limited (OTCPK:LYSDY) Shareholder/Analyst Call November 25, 2025 6:00 PM EST Company Participants John Humphrey Amanda Lacaze - MD, CEO & Director Sarah Leonard - General Counsel & Company Secretary Vanessa Guthrie Kathleen Bozanic Conference Call Participants Helen Manning Bob Richardson Presentation John Humphrey Good morning, ladies and gentlemen. My name is John Humphrey, and I'm the Chair of the Board of Lynas Rare Earths.
Australia's Lynas Rare Earths said on Tuesday it estimates a potential shortfall equivalent to one month's production during the current quarter at its Kalgoorlie facility in Western Australia following significant power supply disruptions.
Lynas Rare Earths Limited (OTCPK:LYSDY) Q1 2026 Earnings Call October 29, 2025 9:00 PM EDT Company Participants Amanda Lacaze - MD, CEO & Director Chris Jenney - Vice President Sales & Market Development Conference Call Participants Daniel Morgan - Barrenjoey Markets Pty Limited, Research Division David Deckelbaum - TD Cowen, Research Division Jonathon Sharp - CLSA Limited, Research Division Chen Jiang - BofA Securities, Research Division Paul Young - Goldman Sachs Group, Inc., Research Division Mitch Ryan - Jefferies LLC, Research Division Reg Spencer - Canaccord Genuity Corp., Research Division Austin Yun - Macquarie Research Matthew Hope - Ord Minnett Limited, Research Division Rahul Anand - Morgan Stanley, Research Division Regan Burrows - Bell Potter Securities Limited, Research Division Scott Ryall - Rimor Equity Research Pty Ltd Presentation Operator Good day, and thank you for standing by. Welcome to Lynas Rare Earths Quarterly Results Briefing.
Here is how Lynas Rare Earths Limited - Sponsored ADR (LYSDY) and OR Royalties (OR) have performed compared to their sector so far this year.
Lynas Rare Earths is a leading rare earth miner with significant capacity outside of China. Trump trade deal with Australia signals subsidized capex, but their own capital raise suggest shares aren't undervalued anymore. FY 2025 results guided for lower capex into 2026, but the rapidly-evolving situation points to more reinvestment, rather than dividends or buybacks.
Lynas shines brighter than MP Materials as rare earth demand surges, backed by a stronger growth outlook and rising investor confidence.
Critical minerals and rare earths are in focus as China tightens export controls, creating strategic risks and investment opportunities for Western supply chains. UCore Rare Metals (UURAF), Critical Metals Corp (CRML), USA Rare Earth (USAR), and Lynas Rare Earths (LYSCF) are highlighted as top picks poised to benefit from Western decoupling and potential DoD support. Broad exposure via ETFs like REMX or SETM is recommended for most investors, but selective stock picking in this sector could yield outsized returns.
Australian rare earth shares soared with VHM gaining over 30%, and Northern Minerals popping about 15%. The new Australia-U.S. agreement - signed by President Donald Trump and Australian Prime Minister Anthony Albanese on Monday - is said to include plans for projects worth a total of up to $8.5 billion.
Does Lynas Corp. (LYSDY) have what it takes to be a top stock pick for momentum investors? Let's find out.
Rare earth stocks are extending their rally on Monday, October 13, following President Donald Trump's threat to impose sweeping tariffs on Chinese goods in response to Beijing's plans to reinforce stricter export controls.