Lynas Outlook Hampered by Weak Rare Earths Prices -- Market Talk

Dow Jones

01-20

0245 GMT - Bell Potter is "cautiously bearish" on Lynas Rare Earths, because of expectations neodymium-praseodymium prices will be lower for longer, analyst Regan Burrows says in a note. "LYC has already run ahead of pricing, we estimate the current stock price factors in a circa US$99/kilogram NdPr price into perpetuity," Burrows says. BP estimates a FY25 NdPr price of US$86/kilo. "Whilst LYC has strategic value, its revenue and earnings are still dependent upon a China derived price," Burrows says. The broker has a hold call and A$7.20/share target on Lynas, down from A$7.70 previously. The stock is down 2.4% at A$6.865. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

January 19, 2025 21:46 ET (02:46 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

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BP estimates a FY25 NdPr price of US$86/kilo. \"Whilst LYC has strategic value, its revenue and earnings are still dependent upon a China derived price,\" Burrows says. The broker has a hold call and A$7.20/share target on Lynas, down from A$7.70 previously. The stock is down 2.4% at A$6.865. 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BP estimates a FY25 NdPr price of US$86/kilo. \"Whilst LYC has strategic value, its revenue and earnings are still dependent upon a China derived price,\" Burrows says. The broker has a hold call and A$7.20/share target on Lynas, down from A$7.70 previously. The stock is down 2.4% at A$6.865. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 19, 2025 21:46 ET (02:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LYC.AU","symbol_name":"LYNAS RARE EARTHS LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2504451554","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2504451554","pubTimestamp":1737341160,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0245 GMT - Bell Potter is \"cautiously bearish\" on Lynas Rare Earths, because of expectations neodymium-praseodymium prices will be lower for longer, analyst Regan Burrows says in a note. \"LYC has already run ahead of pricing, we estimate the current stock price factors in a circa US$99/kilogram NdPr price into perpetuity,\" Burrows says. BP estimates a FY25 NdPr price of US$86/kilo. \"Whilst LYC has strategic value, its revenue and earnings are still dependent upon a China derived price,\" Burrows says. The broker has a hold call and A$7.20/share target on Lynas, down from A$7.70 previously. The stock is down 2.4% at A$6.865. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LYC.AU":"LYNAS RARE EARTHS LTD","BK7095":"多种金属与采矿","BK7507":"资源股"},"translate_title":"稀土价格疲软阻碍了莱纳斯的前景——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LYC.AU":0.9},"content_text":"0245 GMT - Bell Potter is \"cautiously bearish\" on Lynas Rare Earths, because of expectations neodymium-praseodymium prices will be lower for longer, analyst Regan Burrows says in a note. \"LYC has already run ahead of pricing, we estimate the current stock price factors in a circa US$99/kilogram NdPr price into perpetuity,\" Burrows says. BP estimates a FY25 NdPr price of US$86/kilo. \"Whilst LYC has strategic value, its revenue and earnings are still dependent upon a China derived price,\" Burrows says. The broker has a hold call and A$7.20/share target on Lynas, down from A$7.70 previously. The stock is down 2.4% at A$6.865. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 19, 2025 21:46 ET (02:46 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}