Business overview
Lynas is the largest rare-earth producer outside of China. It operates the Mount Weld mine in Australia, a separation plant in Malaysia, and a new heavy rare-earths processing facility under construction in Texas (partially funded by the DoD).
Valuation
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Update log
| Date | News | Impact |
|---|---|---|
| 8/29/2026 | Yahoo Finance | |
| 8/27/2026 | Event outcome: Confirmed event_outcome | Lynas Rare Earths — quarterly earnings release — Lynas Rare Earths released its FY26 financial results on August 26, 2026, reporting a net profit after tax of A$222.4 million, a significant increase from A$8.0 million in the previous year. The company also achieved record revenue of A$977.9 million and EBITDA of A$386.0 million for the year ending June 30, 2026. |
| 8/13/2026 | Yahoo Finance | |
| 7/31/2026 | The article discusses the expansion of the U.S. rare earth supply chain, focusing on efforts to end the Chinese monopoly on rare earth magnet production. | |
| 7/29/2026 | PR Newswire | |
| 7/22/2026 | Lynas Rare Earths reached a record price in the fourth quarter of 2026, but the stock fell following this announcement. | |
| 7/20/2026 | Yahoo Finance | |
| 7/19/2026 | Malaysian operating license renewed for 10 years. | The most critical risk previously identified is largely resolved |
| 7/19/2026 | H1 FY2026: Revenue AUD 413.7M (+63%), NPAT AUD 80.2M (13.6x vs 5.9M year-on-year). Contracted floor price $110/kg NdPr (vs $49/kg realized average in 2024). | Spectacular financial improvement, change in scale for the group's economy |
| 7/17/2026 | Price ~15.89 AUD, down from the 52-week range ($9.93-$22.37). A recent quarter beat expectations but the stock still disappointed - valuation is already rich. | Little margin for execution error despite a solid fundamental thesis. |
| 7/7/2026 | Yahoo Finance | |
| 7/7/2026 | Yahoo Finance | |
| 6/23/2026 | Lynas Rare Earths stock is recording a decline today, although the specific reasons for this pullback are not detailed in the excerpt. | |
| 3/16/2026 | US government letter of intent: redirection of $96M toward direct purchase of Lynas products over 4 years, guaranteed floor price of $110/kg. | Strong strategic validation, however the status of the Texas plant has become uncertain |
| 7/24/2025 | Lynas anticipates an increase in rare earth prices following the announcement of US support for MP Materials. | |
| 5/20/2025 | Australian company Lynas announces that it is the "only commercial producer" of heavy rare earths outside of China. | |
| 2/18/2021 | Zonebourse | |
| 17/05/2026 - 17/07/2026 | Several marked drops (-9.32% on 05/14, -13.94% in April) WITHOUT specific bad news - linked to the revaluation of the US-China geopolitical risk premium. | METHOD: distinguish macro sentiment volatility from a thesis invalidation - fundamental facts remain intact |
| 2026-04 | Partial startup of heavy rare earths plant in Texas | First production outside of China of separated dysprosium/terbium; a strategic milestone for the U.S. magnet supply chain. |