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

Dow Jones
Jul 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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