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

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

Jefferies sets Buy rating on Lynas with A$7.60 price target On Monday, Jefferies, a global investment banking firm, initiated coverage on Lynas Rare Earths (ASX:LYC) with a Buy rating and a price target of A$7.60. The firm highlighted Lynas's unique standing as the only significant producer of separated rare earths outside of China, emphasizing its world-class resource base and robust growth prospects. Lynas Rare Earths is recognized for its extensive growth pipeline and the establishment of strong customer relationships. Jefferies pointed out that Lynas is uniquely positioned to play a pivotal role in creating a supply chain for rare earths that does not rely on China. The demand for rare earths is expected to rise, driven by the global push towards electrification and decarbonization. Lynas's capabilities are seen as essential in meeting the growing need for these materials, which are critical in various modern technologies, including electric vehicles and renewable energy systems. The investment firm's outlook on Lynas is based on the company's strategic importance in the global market for rare earths. With the world increasingly focusing on sustainable and clean energy solutions, Lynas's role is deemed crucial for the supply of these vital components. Jefferies' price target of A$7.60 reflects the firm's confidence in Lynas's prospects and its potential for growth in the current market environment, where securing a stable and diversified supply of rare earths is becoming a strategic priority for many countries. https://www.investing.com/news/stock-market-news/jefferies-sets-buy-rating-on-lynas-with-a760-price-target-93CH-3292683

Tja, diese Fantasien teilen die Aussies jedenfalls schon mal nicht. 📉 Irgendwie aber auch kein Wunder nach dem Allkem-Debakel....

Man würde dann eine entsprechende Zahl an Aktien kriegen. Ich denke, dass man alleine schon wegen der Aufmerksamkeit zumindest temporär höhere Kurse sehen würde. Ein Kauf gegen eigene Aktien würde dem quasi entsprechen, gegen Geld halte ich für unwahrscheinlich, weil man dann ja deutlich mehr Schulden hätte deren aktuell hohe Zinsen bei niedrigen Endproduktpreisen dann deutlich aufs Ergebnis drücken.

Ein 1:1 Zusammenschluss würde vermutlich nichts am Kurs ändern? Ein Kauf von lynas durch MP zu einem festen Preis wäre da schon schöner, entweder etwaigen Gewinn mitnehmen oder in Anteile in MP Anteile konvertieren

Response to Media Speculation Lynas Rare Earths Limited (ASX: LYC; OTC:LYSDY) (Lynas) refers to recent media speculation regarding a potential transaction with MP Materials Corp (NYSE: MP). Lynas confirms it has held confidential discussions with MP Materials Corp (NYSE: MP) regarding a potential transaction, however, these discussions are not ongoing. Lynas is implementing a strong organic growth plan. In addition, Lynas continues to seek opportunities to use our proven expertise to build scale, improve market functioning and add value for shareholders. https://lynasrareearths.com/response-to-media-speculation/