LYC 0.91% $6.50 lynas rare earths limited

Lynas Rare Earths has been profitable 2 over the past 10 years....

  1. 2,844 Posts.
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    You really want to borrow one of Thomas Krummer tables from a Chinese state sponsored propaganda web sites that totally undermines any REE
    company that sees as a threat to their monopoly, below is a little bias content of their latest offering.

    Lynas (Malaysia, later Texas) —> Hitachi Metals, Japan (meanwhile US-owned) —> defense contractors.

    Weak points:

    • The losses at which Hitachi Metals produced permanent magnets are unsustainable, this must change for such concept to succeed;

    • Lynas are under constant existential threat of withdrawal of production license in Malaysia, owing to dispute about a promise Lynas made a long time ago, but couldn’t fullfil.

    • Apart from defense, US permanent magnet cost will be higher than enaywhere else.

    Lynas Rare Earths Stock Appears To Be Significantly Overvalued

    Lynas Rare Earths has been profitable 2 over the past 10 years. Over the past twelve months, the company had a revenue of $244.9 million and earnings of $0.014 a share. Its operating margin is 7.69%, which ranks in the middle range of the companies in Metals & Mining industry. Overall, GuruFocus ranks the profitability of Lynas Rare Earths at 2 out of 10, which indicates poor profitability.

    Lynas Rare Earths has been profitable 2 over the past 10 years. Over the past twelve months, the company had a revenue of $244.9 million and earnings of $0.014 a share. Its operating margin is 7.69%, which ranks in the middle range of the companies in Metals & Mining industry. Overall, GuruFocus ranks the profitability of Lynas Rare Earths at 2 out of 10, which indicates poor profitability.


    https://treo.substack.com/p/us-tariffs-on-china-magnets-possible
 
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