LYNAS WKN: 871899 ISIN: AU000000LYC6 Kürzel: LYC Forum: Aktien Thema: Hauptdiskussion

China's grip on rare earth elements is slipping. Investors should take note. Q https://www.morningstar.com/news/marketwatch/20240301221/chinas-grip-on-rare-earth-elements-is-slipping-investors-should-take-note

Rare earths leader Lynas warns govt on nickel fallout https://au.finance.yahoo.com/news/rare-earths-leader-lynas-warns-021646336.html?soc_src=social-sh&soc_trk=tw&tsrc=twtr&guce_referrer=aHR0cHM6Ly90LmNvLw&guce_referrer_sig=AQAAAAuxuOQ4UyTEk1rX4Am9zibNyn1MjVa7lGszhAcaa1iG4DmcQBOYfDqe2qTQJ_0FZOMMmYz-ZjufAYBmlUbILt427wWjyBJJpYboKafYfS4vPagga9drbzb8IAaItPs0kQqpFFdpFaXs8_Fk9dHe0_KDWWV0M1r0BBSDPwxLU8J7&guccounter=2

Rare earths prices are “depressed” but brokers still believe Lynas is a BUY https://www.marketindex.com.au/news/rare-earths-prices-are-depressed-but-brokers-still-believe-lynas-is-a-buy

Australia's Lynas 'positive' on rare earths despite 74% profit drop Only producer with supply chains outside China says demand will recover https://asia.nikkei.com/Business/Markets/Commodities/Australia-s-Lynas-positive-on-rare-earths-despite-74-profit-drop

Goldman Sachs analyst maintained a Buy rating on Lynas Rare Earths Limited ( – ) today and set a price target of A$7.40. Paul Young has given his Buy rating due to a combination of factors, including Lynas Rare Earths Limited’s strong financial performance and promising future prospects. Lynas reported a higher than expected underlying EBITDA and NPAT for the first half of FY24, driven by lower costs and efficient inventory management. The company is on track to double Neodymium and Praseodymium (NdPr) production by the end of CY24, despite current weak market prices. This ramp-up is expected to lead to an EBITDA margin of around 40% in FY25, highlighting significant profitability potential. Furthermore, the company is progressing with its expansion plans, including the Mt Weld plant and the Kalgoorlie Cracking & Leaching facility, which are slated to contribute to future production increases. The anticipated construction of a U.S. government-funded refinery in Texas further bolsters the company’s growth trajectory. Young’s analysis suggests that Lynas is undervalued, trading at approximately 0.8 times its Net Asset Value (NAV), and he projects a balanced NdPr market in the medium term with deficits in the long run. This, coupled with the potential doubling of NdPr production, justifies the Buy rating and the positive outlook for Lynas Rare Earths Limited. Quelle: https://www.tipranks.com/news/blurbs/lynas-rare-earths-a-buoyant-future-with-doubling-ndpr-production-and-strong-financials?utm_source=webullapp.com&utm_medium=referral

Jetzt wo die neuen Zahlen da sind würde es ja eigentlich SInn machen. Mache morgen aber erstmal mit Fresenius weiter, vllt. schaff ich es die Woche trotzdem noch.

Lynas Rare Earths FY24 Half Year Presentation https://wcsecure.weblink.com.au/pdf/LYC/02776757.pdf

Lynas makes ‘significant progress’ across operations https://www.australianmining.com.au/lynas-makes-significant-progress-across-operations/

@TuDios du wolltest doch mal ein Update Video zu Lynas auf YouTube machen!? Was geplant?

Hier was über MP Materials The company, which held unsuccessful merger talks earlier this year with rival Lynas Rare Earths $LYC, posted a quarterly net loss of $16.3 million, or 9 cents per share, compared to a quarterly profit of $67 million, or 36 cents per share, in the year-ago quarter.

Schöner Beitrag über die Zukunft von Lynas! 👍🏻

https://www.mining-technology.com/news/lynas-updated-contract-heavy-rare/?cf-view

Analysten von Macquarie senken den Zielkurs der Lynas-Aktie von 7,30 A$ auf 7 A$ https://www.xm.com/research/markets/allNews/reuters/rareearths-miner-lynas-falls-as-macquarie-lowers-pt-earnings-estimate-53761461

Rare earths prices seen rebounding in second half of 2024 -analysts https://www.reuters.com/markets/commodities/rare-earths-prices-seen-rebounding-second-half-2024-analysts-2024-02-05/ Hoffen wir mal es stimmt