LYC lynas rare earths limited

3.48%

$8.88

Technical, page-2274

First 2274 Last

Share
Profile

Follow
RVR

6,539 Posts.

2464

20/06/23

07:03

Post #: 68368375
Share

Originally posted by inge281242 ↑

The more exposure we get, the better I like it. However the author does not mention Kalgoorlie, nor our future plans for Texas.
From TheBull.com.au this morning. Author "John Louis Judges" dated 15th June 2023.
Rare earth elements are a critical component of complicated modern electronic components.China is the largest supplier of rare earths.Rare earth production is growing rapidly in line with demand, and Australia is poised to benefit Lynas Rare Earths Limited ASX: LYC (LYC) is primarily involved in the extraction of rare earth elements and their processing in Australia and Malaysia.Rare earths comprise a wide gamut of minerals in the earth’s crust worldwide. Large swathes of undeveloped land in Western Australia combined with mineral extraction expertise and assets available on the ground make for profitable rare earth mining.Rare earth processing in Australia is the primary hurdle to having saleable minerals. That is because strict Australian environmental legislation covers the chemicals required to extract the usable metals and compounds, so much of the processing has to be performed offshore. For LYC, that is Malaysia.Despite the processing hurdles, there is still a significant margin in rare earth elements as demand skyrockets for new electronic components and technologies.
Lynas Rare Earths Limited ASX: LYC (LYC) TheBull.com.au recently wrote that the shares were oversold due to production hindrance concerns. By switching some production to Malaysia, management has eased the situation.Rare earth demand has trebled in the last 10 years and shows no sign of abating. With governments pushing to diversify their supply chains and lowering their reliance on China, LYC is well-positioned to benefit from long-term supply contracts.Currently trading on a very attractive forward price-earnings multiple just north of 12, LYC offers the investor some decent value. Turning in a healthy $540m AUD net income on $893m AUD revenues in the financial year 2022 and top-line growth with bottom-line stock price value, LYC might be one of the more overlooked stocks in the market at $7.18 AUD per share.

Expand

Pretty disappointing to see such poor research in this ‘analysis’.
‘….strict Australian environmental legislation covers the chemicals required to extract the usable metals and compounds, so much of the processing has to be performed offshore. For LYC, that is Malaysia….’

LYC Price at posting: $7.24 Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

Reply

Top Stories

SRL

Sunrise pops on top scandium hits NSW explorer will now use for 'multi-decade' plan

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

AII

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

HotCopper Highlights Week 26: Droneshield 2.0; Trigg re-jig & Virgin

MVF

Monash IVF shares cater 25% – Disaster or deep-value play?

BPH

Australia’s gas crisis is here – and dying coal plants aren’t helping

Week 26 Wrap: Renewable gas fantasies; RBA July cut hope builds; copper's August peak?

OCC

Orthocell sees 4% jump as Remplir used in first US surgery. But is that low?

RMX

Red Mountain: Chip samples point to 'large orogenic antimony mineral system' at Oaky Creek

PAR

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

First 2274 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last $8.88		Change -0.320(3.48%)		Mkt cap ! $8.306B

Open	High	Low	Value	Volume
$9.44	$9.44	$8.86	$61.13M	6.800M

Buyers (Bids)

No.	Vol.	Price($)
7	225	$8.88

Sellers (Offers)

Price($)	Vol.	No.
$8.91	24100	1

View Market Depth

No.	Vol.	Price($)
1	2	8.880
1	80	8.850
1	508	8.830
1	675	8.820
6	3145	8.800

Price($)	Vol.	No.
8.930	200	1
8.950	200	1
8.960	650	1
8.990	164	1
9.020	1100	1

Last trade - 16.11pm 27/06/2025 (20 minute delay)

LYC (ASX) Chart

Technical, page-2274

Sunrise pops on top scandium hits NSW explorer will now use for 'multi-decade' plan

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

HotCopper Highlights Week 26: Droneshield 2.0; Trigg re-jig & Virgin

Monash IVF shares cater 25% – Disaster or deep-value play?

Australia’s gas crisis is here – and dying coal plants aren’t helping

Week 26 Wrap: Renewable gas fantasies; RBA July cut hope builds; copper's August peak?

Orthocell sees 4% jump as Remplir used in first US surgery. But is that low?

Red Mountain: Chip samples point to 'large orogenic antimony mineral system' at Oaky Creek

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Technical, page-2274

Top Stories

Sunrise pops on top scandium hits NSW explorer will now use for 'multi-decade' plan

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

HotCopper Highlights Week 26: Droneshield 2.0; Trigg re-jig & Virgin

Monash IVF shares cater 25% – Disaster or deep-value play?

Australia’s gas crisis is here – and dying coal plants aren’t helping

Week 26 Wrap: Renewable gas fantasies; RBA July cut hope builds; copper's August peak?

Orthocell sees 4% jump as Remplir used in first US surgery. But is that low?

Red Mountain: Chip samples point to 'large orogenic antimony mineral system' at Oaky Creek

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News