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Lynas Rare Earths Limited (LYSCF)

Other OTC - Other OTC Delayed Price. Currency in USD
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7.98+0.06 (+0.73%)
At close: 03:59PM EST
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  • H
    HJM
    The good, the bad and the ...promising:
    -bad: Q1- 2022 numbers will not be as strong as expected and shipping remains to be a bit of a pain
    -good (long list):
    a) fantastic Q4 numbers
    b) prices are improving nicely
    c) Q2 - 2022 will be really nice
    d) there is a clear uptrend in revenue from that we can expect in the future as well
    e) LYNAS - considering how small the company is - making nice money! Very impressive!
    f) net positive, money in the bank, passed half a billion dollars and climbing toward 1B
    g) moving forward with expansion as planned (my grocery store can't even stock salad these days) fantastic!
    h) while spending on investments they are still making money!
    -promising: a)sounds like new customers are on the way, new customers will have new contracts and new contracts indicate higher prices (LYNAS was locked into lower contract prices with existing customers), higher prices and higher margins are on the way!
    b) mitigating shipping challenges - at least partially - is being done by by booking their own ship
    c) expansion plans in the USA is in the works (however, LYNAS should think twice before committing but being only 50 miles away from TSLA factory in TX is something that cannot be ignored) GLTA
    Bullish
  • M
    MoneyMatters
    Toly & Pat,

    According to Google, it should be around 10:00AM in Perth, Australia. So, any word on the ER or comments from Amanda? Thanks for anything either of you can share from down under.
  • p
    pat
    Date of Quarterly Report and Briefing
    Lynas Rare Earths Limited (“Lynas”) (ASX:LYC, OTC:LYSDY, LYSCF) will announce its quarterly results for the period ending 31 December 2021 on the morning of Wednesday 19 January 2022.
    Amanda Lacaze, Managing Director and Chief Executive Officer, will host an analyst and shareholder briefing on Wednesday 19 January 2022 at 9am Sydney time.
    Bullish
  • p
    pat
    Too bad the market tanked today, it will hold Lynas share price down even with this outstanding quarterly result:
    (Reuters) -Australia's Lynas Rare Earths Ltd posted record second-quarter revenue on Wednesday, as demand for metals used in electric vehicles (EVs) grew amid a global push for reducing carbon emissions.

    The prices of neodymium and praseodymium (NdPr), widely used to make magnets that power EV motors, have nearly tripled over the past 14 months, as companies and governments step up efforts to meet climate targets."
    Bullish
  • p
    pat
    The Malaysia workers at the Lynas plant are doing an awesome job under difficult conditions. I salute their dedication and great work ethic.
    Bullish
  • t
    toly
    The quarterly earnings call and release of report is scheduled for Wednesday Jan 19 @ 9:00a Sydney time. We could see a nice run up prior to what many believe will be a pretty favorable report not only including record profit but more information on the US and Kalgoorlie projects. Amanda (CEO) usually discusses these issues up front in the call...

    Also look for the mineralization report from the drilling at Mt. Weld. This could be another huge market force... JMHO...
  • p
    pat
    HUGE!!!
    Jan 14 (Reuters) - A bipartisan piece of legislation to be introduced in the U.S. Senate on Friday would force defense contractors to stop buying rare earths from China by 2026 and use the Pentagon to create a permanent stockpile of the strategic minerals.

    The bill, sponsored by Senators Tom Cotton, an Arkansas Republican, and Mark Kelly, an Arizona Democrat, is the latest in a string of U.S. legislation seeking to thwart China's near control over the sector.
    Bullish
  • t
    toly
    Lynas has been criticized for being overvalued by some camps and given the recent rise in share price it may seem by using conventional metrics that Lynas may be overbought. Conventional metrics are great for an objective analysis of any company and Lynas measures up well against the fundamentals I personally use when I evaluate companies...

    In addition to the objective analysis is the subjective end of things which includes evaluation of management, consideration of intellectual property, political implications and a whole host of other “intangibles” that make up the universe of influential factors for Lynas going forward. Anyway, any comprehensive analysis of Lynas as a company needs to include both the objective and subjective factors that will influence both the company and the industry going forward...

    First of all, I like to consider earnings. Both current and annual earnings are accelerating and it appears Lynas is selling everything it makes while the prices of rare earths have been increasing. Cash flow is significantly positive as is the balance sheet which is currently financing Kalgoorlie, however as a backstop there is plenty of financing available through the JARE facility should it be needed...

    As far as market performance, Lynas is trading at new highs and over time volume has been increasing indicating a ramp up in investor interest. With regards to shares outstanding, I think it is pretty clear to those of us who went through the somewhat unpopular decision to consolidate the shares outstanding from 9 Billion shares to ~ 900m shares that the reverse split was highly successful…

    In terms of industry, it would be hard to find a group of stocks that are in more demand today than the rare-earth sector, virtually every news cast discusses critical materials with rare earths at the top of that list. There are few publicly traded (major) rare earth stocks so it is difficult for the average investor to do research and compare companies. Once again Lynas is defining the playing field and fundamentally investors are confused as there are few strong players in the game. Lynas is clearly in the lead in the rare earth industry and that lead can only be appreciated by those with an understanding of the many moving parts that make up Lynas as a company...

    Most investors don’t know the difference between mining rare earths and separating rare earths whereas many long term HC readers understand that Kalgoorlie was massively overbuilt to allow for future expansion or that SEG will be highly valued in the Blue Line JV in Hondo, Texas. My point is that to some us, Lynas is still significantly undervalued because we understand most of the forces the driving the current share price appreciation and I know many of us not surprised...

    Subjectively there are a few factors and intangibles that must be considered and this is where Lynas stands out. I have said many times that the true value of Lynas lies in the experience and prowess of their engineers and the IP (intellectual property) that has been gathered over they years in the continual evolution of the LAMP. I visited the LAMP five or six years ago and the proprietary equipment Lynas had to develop and was using back then is now being implemented in new separation technologies in the Kalgoorlie project. It is impressive...

    Bottom line, Lynas has figured out how to separate rare earths at scale something the pie in the sky juniors have yet to figure out. It is one thing to develop an innovative separation process that works on a few grams of rare earth concentrate but the bottom line is that all of the ore Lynas sifts through must go through this process to obtain the significant of separated rare earths required globally. In other words there is no substitution for hard work and the barriers of entry are tremendous...

    The most important thing I consider when evaluating the investment potential of a company is the management. The senior staff at Lynas is superb, I have met most on various occasions and they are team minded individuals who share Amanda’s vision and are challenged enough by their own domain to corroborate as opposed to compete with each other to accomplish Amanda’s ambitious goals…

    It is hard to determine the monetary value of these intangibles but one thing is certain, Lynas as a $10b company is no longer a speculative startup but a dominate and solid company defining the rare earth industry. While the intrinsic value of Lynas lies in the mine, LAMP and Kalgoorlie, the “informed value” lies in IP, experience and the way management is executing the excellent business plan all the while maintaining a high level of integrity. That said it is satisfying to own part of a company that is committed to leading environmental change in both its product line and in the much bigger picture, a company that is also committed to leading meaningful global change…. JMHO…
  • A
    Azurenscens
    A bill entered today to the US Congress would direct US military/contractors to purchase and develop a reserve stock pile of non-Chinese REE's to help promote non-China REE in order to break the current monopoly.
  • p
    pat
    Lynas
    "For the expert, unquestionably the magnet rare earths ― namely, neodymium, praseodymium, dysprosium and terbium ― have the biggest upside potential entering 2022.

    “Importantly, this also includes didymium (a combined form of neodymium and praseodymium), which is the main input material for the NdFeB magnet industry,” he said.

    In terms of factors that investors should be watching in 2022, Moreno said statistics on EV sales and general economic indicators that could affect the global green agenda are worth keeping an eye on.

    “Government policies related to zero-carbon emissions and the adoption of green technologies like EVs will continue to have a dramatic effect on demand for rare earths and other critical materials, and investors should pay close attention to that,” she said.

    For his part, Castilloux said investors should expect to see more major end users, including automakers and cleantech companies that are seeking to lock up emerging non-Chinese rare earth supplies, “be it through offtake agreements or direct investments in the upstream.”
    Bullish
  • m
    mike
    I hope this share price drop isn't indicative of some bad numbers from Amanda!
    Bullish
  • t
    toly
    It appears the recent upside activity is due to the general market becoming familiar with Lynas as a company. There is pending excellent news in the mine report, due in December but due to Covid has been delayed a bit. Also look for an excellent quarterly report as the price of Nd/Pr continues to rise and SEG (Samarium, Europium and Gadolinium) is also in high demand. I’m sure there will be more good news on the US DOE project and Kalgoorlie is right on schedule. Just heard the permanent disposal facility in Kuantan (Malaysia) has been totally approved by the new pro-Lynas Malaysian government. Amanda continues to amaze and is my guess that 2022 will be a banner year…
  • m
    mike
    Down a little bit in pre-market. I would love to see it drop some today. All i see is a bright future for this company. I'm thinking about going all in. Does anybody see any pitfalls I'm overlooking? Something can always happen. I was big into uranium a few yrs ago thinking nothing could de-rail it. Then Fukishima earthquake hit and uranium stocks tanked big time and didn't bounce back. What could i be overlooking here?
  • p
    pat
    Neodymium now over $72 per pound, 6% this month https://mineralprices.com/rare-earth-metals/ wow!
  • p
    pat
    Huge, positive news!!!
    Dec 30 (Reuters) - Lynas Rare Earths Ltd (LYC.AX) said on Thursday it has got environmental approvals from Malaysian authorities to build a permanent disposal facility for water leached purification residue in the country.
    The Australian rare earths miner said it has done detailed assessments for the proposed facility at Gebeng industrial estate.
    The disposal of low-level radioactive waste from Lynas' Malaysia plant has been a contentious issue, and identifying a location for the permanent disposal facility was part of the requirements set by the country's government when it renewed the company's licence to operate in Malaysia early last year.
  • A
    Azurenscens
    Latest earnings report comes out Wednesday the 19th. Better get in while you can.
  • M
    Me
    The recent increase in share price is in correlation with the EV boom. One may presume that Lynas has the resources to produce the rare Neodymium magnets needed to make electric motors. I predict this element may be more valuable in the future that gold, silver, and paladin combined.
  • p
    pat
    Another new 52-week high today. I think it's because rare earths prices keep going higher and higher each month.
  • p
    pat
    December 23, 2021 9:23 am by Sun Yu in Shanghai and Tom Mitchell in Singapore
    China has approved the merger of three leading rare earths companies, creating a state-owned powerhouse that will be the world’s largest producer of the strategic resource and strengthen government control over the industry.
  • T
    THOMAS
    wow look at asx lynas hope that continues tomorrow
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