LYC lynas rare earths limited

Who are the dogs in your opinionThe people who are not happy...

  1. 8,488 Posts.
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    Who are the dogs in your opinion
    1. The people who are not happy with a 1.3% return on the stock price. Can you tell me anything solid that will increase this to even 5% in next 24 months.
    2. The people that do not like 1292 T of NdPr production when original name plate is 1500T and NEXT is 1800T and we have been promised 2500 in FY 2025.
    3. The people that See low REE prices and with China building over 50 new SX lines in last few years and EV and Wind growth slowing substantially see no chance of short term increases.
    4. The people who see trouble in a pattern of continuous decreasing EPS 2022 AR 60C a share, 2023 34C, 2024 9C.

    Here are some tables and charts use these or make your own. What do you see boosting price in next few years to where PE is 40 or less. ASX 200 = 30, S&P500 = 25. If profits do not increase, then SP has to go down to bring Lynas in line with peers. It always happens only question is when.

    https://hotcopper.com.au/data/attachments/6755/6755602-cc69adca75ba46317ffb8d840ff79a8c.jpg
    https://hotcopper.com.au/data/attachments/6755/6755605-cef9b719aad4a004cbb6d8277e70d4ac.jpg


    https://hotcopper.com.au/data/attachments/6755/6755608-7536503f3ae3eeed968d8c5fe2d01e44.jpg
 
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(20min delay)
Last
$10.73
Change
0.080(0.75%)
Mkt cap ! $10.03B
Open High Low Value Volume
$10.53 $10.85 $10.43 $51.85M 4.837M

Buyers (Bids)

No. Vol. Price($)
2 1248 $10.73
 

Sellers (Offers)

Price($) Vol. No.
$10.75 41 1
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Last trade - 16.10pm 25/07/2025 (20 minute delay) ?
LYC (ASX) Chart
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