Lynas Rare Earths Ltd ADR (LYSDY)

$10.83 +0.29 (2.75%)
Market Cap 10.61B
Revenue (ttm) 360.40M
Net Income (ttm) 5.17M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE 53.55
Profit Margin 1.43%
Debt to Equity Ratio 0.06
Volume 268,800
Avg Vol 475,970
Day's Range N/A - N/A
Shares Out 1.01B
Stochastic %K 62%
Beta 0.94
Analysts Strong Sell
Price Target $19.54

Company Profile

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, praseodymiu...

Industry: Other Industrial Metals & Mining
Sector: Basic Materials
Phone: 61 8 6241 3800
Fax: 61 8 9225 6842
Address:
1 Howard Street, Level 4, Perth, Australia
drewkaiser
drewkaiser Aug. 18 at 5:47 PM
$VTMXF Vital Metals needs to take advantage of the intersection of UCore $UURAF and Metallium $MTMCF. Geof Atkins at UCore came from Lynas $LYSDY, and he was ESSENTIAL in developing Mt. Weld. Atkins later was at Vital Metals. There was an honest disagreement about which deposit should receive focus, and Atkins' view did not prevail. All good though. Now he's at UCore. I like a North American resource, which very probably benefit from the UCore-Metallium future juggernaut. https://www.youtube.com/watch?v=XYiZyfU-bCs
0 · Reply
WallStKoal
WallStKoal Aug. 10 at 4:39 PM
With a new 15% tariff on Chinese materials and the Pentagon taking a $400M stake in America's sole rare earth mine, the U.S. supply chain is officially being rewired. Watch these 5 domestic beneficiaries: $MP | US rare earth monopoly, revenue up 89% on magnet demand $USAR | Texas critical mineral deposit aiming for 2028 production $LYSDY | Top ex-China producer building US processing capacity $PPTA | Controls the only major domestic antimony reserve $NVX | Scaling domestic critical battery materials production Aligning with defense CapEx creates unmatched asymmetry. If notifications are off, you are too late. Head to my profile to see my full portfolio log.
1 · Reply
JodieChristy
JodieChristy Aug. 10 at 3:25 PM
BREAKING: 15% Tariffs + $400M Pentagon Stake! The US imposes 15% tariffs on Chinese materials and drops $400M into America's sole rare earth mine. $MP Data: Revenue up 89% to $108.5M Live Market: $51.60 | Mkt Cap $9.85B Analysis: Pentagon backed, market leader. Strategy: Buy dips near 20-EMA; Stop-loss $47. $LYSDY Data: Building US processing facility Live Market: Tracking ADR consolidation Analysis: Stable ex-China supplier. Strategy: Accumulate on pullbacks. $PPTA Data: Controls major US antimony reserves Live Market: $24.88 | Mkt Cap $3.70B Analysis: High scarcity driven by defense demand. Strategy: Buy breakouts above $26.50. $NVX Data: Tennessee battery materials plant Live Market: $0.41 | Mkt Cap $98.69M Analysis: High-risk speculative turnaround play. Strategy: Ultra-short swing; strict 8% stop. My play: 70% in $MP (defense anchor) and 30\% in$PPTA (momentum). Follow the trend with strict trailing stops. Want daily signals & alerts? Hit follow & check my homepage for exclusive insights!
0 · Reply
nite_owl
nite_owl Aug. 9 at 10:53 PM
$MP $USAR $LYSDY $LYSCF 3 Rare Earth Stocks Backed By The Push For Secure US Supply https://simplywall.st/stocks/us/materials/nyse-mp/mp-materials/news/3-rare-earth-stocks-backed-by-the-push-for-secure-us-supply/amp
1 · Reply
Broview
Broview Aug. 3 at 3:35 AM
$LYSDY business still solid
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nite_owl
nite_owl Jul. 27 at 8:47 PM
$MP $USAR $UUUU $LYSDY Pentagon Suppliers Warn U.S. Won't Have Magnet Capacity By 2027 https://oilprice.com/Metals/Commodities/Pentagon-Suppliers-Warn-US-Wont-Have-Magnet-Capacity-By-2027.html
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apppro
apppro Jul. 22 at 2:41 PM
$LYSDY @LynasRareEarths $LYC $LYSDY well another typical qtr from Ausi Land. UGH. BoA still says BUY PO: 23.00 AUD that's $16.09 U.S. but this sums it all up: "recurring operational disappointments and a moderation in perceived geopolitical tailwinds. However, LYC remains the only established ex-China NdPr & Dy/Tb producer in scale, strategic position that remains exceptionally difficult to replicate. We continue to see an attractive medium-term risk/reward, supported by volume growth, improving pricing protection and increasing revenue certainty, with scope for re-rating as operational consistency improves."
0 · Reply
Game94
Game94 Jul. 16 at 2:27 AM
$LYSDY what are 3 rare earth stocks that everyone is bullish on long term? I’m curious what u all think?
0 · Reply
WallStKoal
WallStKoal Jul. 9 at 1:44 PM
A pullback in rare earths and robotics doesn't change the long-term story. It creates a watchlist. Key names I'm watching: • $USAR – Rare earth processing and NdFeB magnets • $NB – Niobium, scandium, and titanium exposure • $MP – U.S. rare earth and magnet production • $VNP – Gallium, germanium, and specialty materials • $LYSDY – Heavy rare earth producer outside Asia • UUUU – NdPr processing and critical minerals • BMM – Domestic germanium and gallium assets • TMQ / FCX – Copper exposure for AI and robotics infrastructure Robotics, AI, and electrification all rely on critical minerals. Short-term pullbacks don't necessarily change long-term demand. I'm using weakness to build my watchlist, not to panic. Which critical minerals stock are you most bullish on? Follow for more AI and robotics investment ideas.
0 · Reply
Broview
Broview Jul. 2 at 2:42 AM
$LYSDY rare earth, rich opportunity?
0 · Reply
Latest News on LYSDY
No data available.
drewkaiser
drewkaiser Aug. 18 at 5:47 PM
$VTMXF Vital Metals needs to take advantage of the intersection of UCore $UURAF and Metallium $MTMCF. Geof Atkins at UCore came from Lynas $LYSDY, and he was ESSENTIAL in developing Mt. Weld. Atkins later was at Vital Metals. There was an honest disagreement about which deposit should receive focus, and Atkins' view did not prevail. All good though. Now he's at UCore. I like a North American resource, which very probably benefit from the UCore-Metallium future juggernaut. https://www.youtube.com/watch?v=XYiZyfU-bCs
0 · Reply
WallStKoal
WallStKoal Aug. 10 at 4:39 PM
With a new 15% tariff on Chinese materials and the Pentagon taking a $400M stake in America's sole rare earth mine, the U.S. supply chain is officially being rewired. Watch these 5 domestic beneficiaries: $MP | US rare earth monopoly, revenue up 89% on magnet demand $USAR | Texas critical mineral deposit aiming for 2028 production $LYSDY | Top ex-China producer building US processing capacity $PPTA | Controls the only major domestic antimony reserve $NVX | Scaling domestic critical battery materials production Aligning with defense CapEx creates unmatched asymmetry. If notifications are off, you are too late. Head to my profile to see my full portfolio log.
1 · Reply
JodieChristy
JodieChristy Aug. 10 at 3:25 PM
BREAKING: 15% Tariffs + $400M Pentagon Stake! The US imposes 15% tariffs on Chinese materials and drops $400M into America's sole rare earth mine. $MP Data: Revenue up 89% to $108.5M Live Market: $51.60 | Mkt Cap $9.85B Analysis: Pentagon backed, market leader. Strategy: Buy dips near 20-EMA; Stop-loss $47. $LYSDY Data: Building US processing facility Live Market: Tracking ADR consolidation Analysis: Stable ex-China supplier. Strategy: Accumulate on pullbacks. $PPTA Data: Controls major US antimony reserves Live Market: $24.88 | Mkt Cap $3.70B Analysis: High scarcity driven by defense demand. Strategy: Buy breakouts above $26.50. $NVX Data: Tennessee battery materials plant Live Market: $0.41 | Mkt Cap $98.69M Analysis: High-risk speculative turnaround play. Strategy: Ultra-short swing; strict 8% stop. My play: 70% in $MP (defense anchor) and 30\% in$PPTA (momentum). Follow the trend with strict trailing stops. Want daily signals & alerts? Hit follow & check my homepage for exclusive insights!
0 · Reply
nite_owl
nite_owl Aug. 9 at 10:53 PM
$MP $USAR $LYSDY $LYSCF 3 Rare Earth Stocks Backed By The Push For Secure US Supply https://simplywall.st/stocks/us/materials/nyse-mp/mp-materials/news/3-rare-earth-stocks-backed-by-the-push-for-secure-us-supply/amp
1 · Reply
Broview
Broview Aug. 3 at 3:35 AM
$LYSDY business still solid
0 · Reply
nite_owl
nite_owl Jul. 27 at 8:47 PM
$MP $USAR $UUUU $LYSDY Pentagon Suppliers Warn U.S. Won't Have Magnet Capacity By 2027 https://oilprice.com/Metals/Commodities/Pentagon-Suppliers-Warn-US-Wont-Have-Magnet-Capacity-By-2027.html
0 · Reply
apppro
apppro Jul. 22 at 2:41 PM
$LYSDY @LynasRareEarths $LYC $LYSDY well another typical qtr from Ausi Land. UGH. BoA still says BUY PO: 23.00 AUD that's $16.09 U.S. but this sums it all up: "recurring operational disappointments and a moderation in perceived geopolitical tailwinds. However, LYC remains the only established ex-China NdPr & Dy/Tb producer in scale, strategic position that remains exceptionally difficult to replicate. We continue to see an attractive medium-term risk/reward, supported by volume growth, improving pricing protection and increasing revenue certainty, with scope for re-rating as operational consistency improves."
0 · Reply
Game94
Game94 Jul. 16 at 2:27 AM
$LYSDY what are 3 rare earth stocks that everyone is bullish on long term? I’m curious what u all think?
0 · Reply
WallStKoal
WallStKoal Jul. 9 at 1:44 PM
A pullback in rare earths and robotics doesn't change the long-term story. It creates a watchlist. Key names I'm watching: • $USAR – Rare earth processing and NdFeB magnets • $NB – Niobium, scandium, and titanium exposure • $MP – U.S. rare earth and magnet production • $VNP – Gallium, germanium, and specialty materials • $LYSDY – Heavy rare earth producer outside Asia • UUUU – NdPr processing and critical minerals • BMM – Domestic germanium and gallium assets • TMQ / FCX – Copper exposure for AI and robotics infrastructure Robotics, AI, and electrification all rely on critical minerals. Short-term pullbacks don't necessarily change long-term demand. I'm using weakness to build my watchlist, not to panic. Which critical minerals stock are you most bullish on? Follow for more AI and robotics investment ideas.
0 · Reply
Broview
Broview Jul. 2 at 2:42 AM
$LYSDY rare earth, rich opportunity?
0 · Reply
ACE52WeekHigh
ACE52WeekHigh Jun. 22 at 3:16 AM
The war behind the scenes no one talks about #rareEarths $LYSDY $MCP $UUUU $USAR
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Broview
Broview Jun. 19 at 6:16 PM
$LYSDY best rare earth stock? Real profit, no joke?
0 · Reply
Broview
Broview Jun. 19 at 2:12 AM
$LYSDY still one of my heavyweight bets?
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nite_owl
nite_owl Jun. 17 at 6:44 PM
$LYSDY finally moving
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TradeTracs
TradeTracs May. 24 at 4:50 PM
China controls 85-90% of REE processing. That's not a risk — that's a loaded gun pointed at Western supply chains. $REXC is the pure-play bet on the divorce. Top holdings $MP and $LYSDY are the backbone here, with $ALOY and $USAR rounding out upstream/downstream exposure. IRA + CHIPS Act funding + China export restrictions = serious geopolitical tailwind for this thesis. Concentration risk is real — tiny fund universe, volatile REE pricing, some names still pre-revenue. But if China tightens export quotas further, this basket rips. Im watching $MP as the lead indicator. 👀
0 · Reply
macrossluvsrobotech
macrossluvsrobotech May. 22 at 5:59 AM
$UAMY $PPTA + $UAMY There is only one. $PPTA hasnt touched a lick of Antimony. When they finally do start mining= they'll need $UAMY to process it, if we're nor too busy processing our own. BUT GREAT NEWS FOR US ONSHORING ECO SYSTEM!! China’s rare earth grip doesn’t loosen until the mid-2030s at the earliest — that’s not a bear case, that’s McKinsey, CRU, and Benchmark Mineral Intelligence all saying the same thing. Dysprosium & terbium: <20% of global demand met outside China by 2035. Lynas — the ONLY non-China heavy RE refiner — produced 8 tons in Q1. Global demand is thousands of tons/yr. $1.2T of US GDP is exposed. China already pulled the export curb lever once this year to force a trade truce. Domestic processing tech + defense-aligned deposits = strategic scarcity premium that isn’t going away. $UAMY $MP $LYSDY = the clock is ticking in their favor. 🇺🇸⛏️ (via Bloomberg / ZeroHedge) 📄 Source: https://www.zerohedge.com/markets/us-still-decade-away-breaking-chinas-rare-earth-hold
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fack
fack May. 15 at 9:55 AM
$MP$LYSCF $LYSDY (Lynas) The US-China deal -easing restrictions generally positive for these companies because it stabilizes supply chains while encouraging Western recycling to reduce dependence on China.
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flyingOsteotome
flyingOsteotome May. 4 at 6:04 PM
$LYSDY https://substack.com/@flyingosteotome/note/c-253389109 You guys see Australia and Japan signed agreements on energy and critical minerals?
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ae81120
ae81120 Apr. 22 at 7:40 PM
$LAC $LYSDY $USAR
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apppro
apppro Apr. 21 at 1:56 PM
$LYSDY Lynas $LYC $LYSDY BoA sees growth and rerating UP! "Soft Mar-quarter, production growth continues amid ramp-up Reiterate Rating: BUY | PO: 25.80 AUD | $18.50 US Weaker Mar-Q production but no structural issues Valuation discount to peers unjustified, rerating expected Despite a 120% share price increase TTM, we continue to view LYC’s valuation discount👈 to global peers as unjustified.👈 Catalyst rich 12m ahead"
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Juliuseizure
Juliuseizure Apr. 16 at 3:35 PM
$REXC 5th! This is the exact ETF I have been waiting for. 0.65% expense ratio, which is standard for these types of ETFs but I would pay for the convenience to not stress over the 10+ RE stocks I buy. I will slowly rotate from individual stocks and into $REXC for hands off long term play. Considering whether I should still hold onto $LYSDY , $UUUU and $MP and maybe $UAMY. Any thoughts?
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PSW_
PSW_ Apr. 9 at 3:20 PM
$LKYRF Have this along with $ALM and $LYSDY . Definitely more of a lottery ticket feel, but their land holdings seem impressive and leadership is legit.
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