Business description: Lynas Rare Earths Limited

Lynas Rare Earths Limited is an Australia-based company, which is engaged in integrated mining of rare earth minerals in Australia and mineral processing in Australia and Malaysia, and development of rare earth deposits. The Company’s operations include Mt Weld, Lynas Malaysia, Kalgoorlie and Lynas USA. It focuses on developing the Mt Weld resource, which includes ongoing exploration, production of mixed rare earths concentrates, and an expansion project to increase concentrate feedstock production to support 12,000 tons per annum of finished NdPr oxide. The Lynas Malaysia advanced materials plant is located on a 100-hectare site in the Gebeng Industrial Estate, a purpose-built petrochemical industry zone near Kuantan, on the east coast of Malaysia. Its rare earths processing facility in Kalgoorlie undertakes value-added processing of rare earths and produces Mixed Rare Earths Carbonate (MREC) which is shipped to Lynas Malaysia for separation into individual rare earth products.

Number of employees: 47

Sales by Activity: Lynas Rare Earths Limited

Fiscal Period: June 2021 (AUD) 2022 (AUD) 2023 (AUD) 2024 (AUD) 2025 (AUD)

Rare Earth Operations

49Cr 92Cr 74Cr 46Cr 56Cr

Geographical breakdown of sales: Lynas Rare Earths Limited

Fiscal Period: June 2021 (AUD) 2022 (AUD) 2023 (AUD) 2024 (AUD) 2025 (AUD)

Executive Committee: Lynas Rare Earths Limited

Manager TitleAgeSince
Chief Executive Officer - 25/06/2014
Director of Finance/CFO - 01/03/2014
Chief Operating Officer - 01/10/2010
Investor Relations Contact - -
Corporate Officer/Principal - -

Composition of the Board of Directors: Lynas Rare Earths Limited

Director TitleAgeSince
Director/Board Member - 01/06/2014
Director/Board Member - 01/01/2015
Chairman 70 10/10/2023
Director/Board Member 73 30/10/2017
Director/Board Member 64 01/10/2020
Director/Board Member - 01/05/2023
Director/Board Member 51 17/10/2025

Shareholders: Lynas Rare Earths Limited

NameStocks%Valuation
AustralianSuper Pty Ltd.
9.368 %
9,42,92,123 9.368 % 1 302 M $
7.627 %
7,67,64,078 7.627 % 1 060 M $
Ausbil Investment Management Ltd.
4.634 %
4,66,42,437 4.634 % 644 M $
Greencape Capital Pty Ltd.
4.535 %
4,56,46,629 4.535 % 630 M $
Challenger Ltd. (Investment Management)
4.45 %
4,47,91,106 4.45 % 618 M $
NameStocks%Valuation
Confluence Investment Management LLC
0.009847 %
99,106 0.009847 % 1 M $
FCA Corp.
0.003428 %
34,500 0.003428 % 476 342 $
RhumbLine Advisers LP
0.002775 %
27,931 0.002775 % 385 643 $
L&S Advisors, Inc.
0.002351 %
23,665 0.002351 % 326 743 $
GAMMA Investing LLC
0.000511 %
5,139 0.000511 % 70 954 $

Company details: Lynas Rare Earths Limited

Lynas Rare Earths Ltd.

1 Howard Street

6000, Perth

+61 8 6241 3800

http://www.lynascorp.com/
address Lynas Rare Earths Limited(LYC)

Rare Earth Minerals

Change 5-day change 1-year change 3-year change Capi.($)
+5.21%-2.15%+104.96%+131.98% 1.26TCr
+4.02%-0.46%+94.84%+107.43% 2.64TCr
+0.65%-2.75%+97.09%+164.48% 1.02TCr
+2.10%+8.40%+91.39%+101.41% 668.29Cr
-2.53%-2.14%+51.34% - 502.52Cr
-3.13%+2.56%-45.52%-35.20% 404.07Cr
-0.53%+2.40%+18.10%+14.57% 232.87Cr
+2.94%+5.41%+136.94% - 103.94Cr
+3.85%+1.89%+58.82%-21.74% 89Cr
+3.54%+4.52%+372.04%+834.04% 78Cr
Average +1.61%+3.57%+98.00%+162.12% 700.5Cr
Weighted average by Cap. +2.50%+3.08%+86.13%+115.39%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
17.77AUD
Average target price
19.86AUD
Spread / Average Target
+11.79%

Quarterly revenue - Rate of surprise

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