Lynas Bear Reckons Miner Will Beat Consensus Output, Sales Estimates -- Market Talk

Dow Jones

07/14

0147 GMT - Expect a solid 4Q result from rare-earths producer Lynas, Macquarie analysts say in a note. They predict the miner's 4Q rare-earth oxide production and sales will beat Visible Alpha consensus by 11% and 6%, respectively. Lynas is ramping up its Kalgoorlie cracking and leaching facility, the performance of which will be a key focus when the company publishes its 4Q result on July 23, the analysts say. They reckon the market could be too optimistic about realized prices, however. Macquarie's 4Q price estimate is 10% below consensus. The bank has an underperform rating and A$8.00 target on the stock. Lynas is up 1.1% at A$9.78. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

July 13, 2025 21:48 ET (01:48 GMT)

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They predict the miner's 4Q rare-earth oxide production and sales will beat Visible Alpha consensus by 11% and 6%, respectively. Lynas is ramping up its Kalgoorlie cracking and leaching facility, the performance of which will be a key focus when the company publishes its 4Q result on July 23, the analysts say. They reckon the market could be too optimistic about realized prices, however. Macquarie's 4Q price estimate is 10% below consensus. The bank has an underperform rating and A$8.00 target on the stock. Lynas is up 1.1% at A$9.78. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 13, 2025 21:48 ET (01:48 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lynas Bear Reckons Miner Will Beat Consensus Output, Sales Estimates -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLynas Bear Reckons Miner Will Beat Consensus Output, Sales Estimates -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-07-14 09:48</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0147 GMT - Expect a solid 4Q result from rare-earths producer Lynas, <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> analysts say in a note. They predict the miner's 4Q rare-earth oxide production and sales will beat Visible Alpha consensus by 11% and 6%, respectively. Lynas is ramping up its Kalgoorlie cracking and leaching facility, the performance of which will be a key focus when the company publishes its 4Q result on July 23, the analysts say. They reckon the market could be too optimistic about realized prices, however. Macquarie's 4Q price estimate is 10% below consensus. The bank has an underperform rating and A$8.00 target on the stock. Lynas is up 1.1% at A$9.78. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 13, 2025 21:48 ET (01:48 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":"2551212922","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2551212922","pubTimestamp":1752457680,"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":"0147 GMT - Expect a solid 4Q result from rare-earths producer Lynas, Macquarie analysts say in a note. They predict the miner's 4Q rare-earth oxide production and sales will beat Visible Alpha consensus by 11% and 6%, respectively. Lynas is ramping up its Kalgoorlie cracking and leaching facility, the performance of which will be a key focus when the company publishes its 4Q result on July 23, the analysts say. They reckon the market could be too optimistic about realized prices, however. Macquarie's 4Q price estimate is 10% below consensus. The bank has an underperform rating and A$8.00 target on the stock. Lynas is up 1.1% at A$9.78. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"LYC.AU":"LYNAS RARE EARTHS LTD"},"translate_title":"莱纳斯空头认为矿业公司的产量和销售将超出市场普遍预期——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LYC.AU":0.9},"content_text":"0147 GMT - Expect a solid 4Q result from rare-earths producer Lynas, Macquarie analysts say in a note. They predict the miner's 4Q rare-earth oxide production and sales will beat Visible Alpha consensus by 11% and 6%, respectively. Lynas is ramping up its Kalgoorlie cracking and leaching facility, the performance of which will be a key focus when the company publishes its 4Q result on July 23, the analysts say. They reckon the market could be too optimistic about realized prices, however. Macquarie's 4Q price estimate is 10% below consensus. The bank has an underperform rating and A$8.00 target on the stock. Lynas is up 1.1% at A$9.78. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 13, 2025 21:48 ET (01:48 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":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}