Lynas Bet on Heavy Rare Earths Will Take Time to Bear Fruit -- Market Talk

Dow Jones

Jun 23

0228 GMT - Lynas's first output of separated dysprosium and terbium may be a significant milestone for both the company and the China-dominated market, but sales of heavy rare earths will do little to boost the miner's earnings in the near term, Macquarie analysts say in a note. "Financial benefits may take time due to challenges in achieving required product quality and volume," the analysts say. Investor focus will remain on the ramp-up of Lynas's Kalgoorlie cracking and leaching facility, they add. The analysts believe broader supply concerns could ease as China and the U.S. make progress in trade talks, and heavy rare earths leave Chinese ports. Macquarie downgrades Lynas to underperform from neutral, citing recent price strength. Its target on Lynas remains at A$8.00/share, up 43% year to date, is down 1.1% at A$9.18. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

June 22, 2025 22:28 ET (02:28 GMT)

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Investor focus will remain on the ramp-up of Lynas's Kalgoorlie cracking and leaching facility, they add. The analysts believe broader supply concerns could ease as China and the U.S. make progress in trade talks, and heavy rare earths leave Chinese ports. Macquarie downgrades Lynas to underperform from neutral, citing recent price strength. Its target on Lynas remains at A$8.00/share, up 43% year to date, is down 1.1% at A$9.18. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 22, 2025 22:28 ET (02:28 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 Bet on Heavy Rare Earths Will Take Time to Bear Fruit -- 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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Bet on Heavy Rare Earths Will Take Time to Bear Fruit -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\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\">2025-06-23 10:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0228 GMT - Lynas's first output of separated dysprosium and terbium may be a significant milestone for both the company and the China-dominated market, but sales of heavy rare earths will do little to boost the miner's earnings in the near term, <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> analysts say in a note. \"Financial benefits may take time due to challenges in achieving required product quality and volume,\" the analysts say. Investor focus will remain on the ramp-up of Lynas's Kalgoorlie cracking and leaching facility, they add. The analysts believe broader supply concerns could ease as China and the U.S. make progress in trade talks, and heavy rare earths leave Chinese ports. Macquarie downgrades Lynas to underperform from neutral, citing recent price strength. Its target on Lynas remains at A$8.00/share, up 43% year to date, is down 1.1% at A$9.18. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 22, 2025 22:28 ET (02:28 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7095","symbol_name":"多种金属与采矿","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2545846841","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2545846841","pubTimestamp":1750645680,"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":"0228 GMT - Lynas's first output of separated dysprosium and terbium may be a significant milestone for both the company and the China-dominated market, but sales of heavy rare earths will do little to boost the miner's earnings in the near term, Macquarie analysts say in a note. \"Financial benefits may take time due to challenges in achieving required product quality and volume,\" the analysts say. Investor focus will remain on the ramp-up of Lynas's Kalgoorlie cracking and leaching facility, they add. The analysts believe broader supply concerns could ease as China and the U.S. make progress in trade talks, and heavy rare earths leave Chinese ports. Macquarie downgrades Lynas to underperform from neutral, citing recent price strength. Its target on Lynas remains at A$8.00/share, up 43% year to date, is down 1.1% at A$9.18. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7095":"多种金属与采矿","BK7507":"资源股","LYC.AU":"LYNAS RARE EARTHS LTD"},"translate_title":"莱纳斯押注重稀土需要时间才能取得成果——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LYC.AU":0.9},"content_text":"0228 GMT - Lynas's first output of separated dysprosium and terbium may be a significant milestone for both the company and the China-dominated market, but sales of heavy rare earths will do little to boost the miner's earnings in the near term, Macquarie analysts say in a note. \"Financial benefits may take time due to challenges in achieving required product quality and volume,\" the analysts say. Investor focus will remain on the ramp-up of Lynas's Kalgoorlie cracking and leaching facility, they add. The analysts believe broader supply concerns could ease as China and the U.S. make progress in trade talks, and heavy rare earths leave Chinese ports. Macquarie downgrades Lynas to underperform from neutral, citing recent price strength. Its target on Lynas remains at A$8.00/share, up 43% year to date, is down 1.1% at A$9.18. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 22, 2025 22:28 ET (02:28 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"}}}