4 cheap Aussie rare earths companies which are worth a look, according to Wilsons Advisory

MotleyFool

Mar 20

Rare earths companies' share prices have been under pressure over the past week or so, but the sector's fundamentals remain solid, with Wilsons Advisory naming four picks it thinks will outperform. ...

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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\">\n4 cheap Aussie rare earths companies which are worth a look, according to Wilsons Advisory\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-20 09:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2026/03/20/4-cheap-aussie-rare-earths-companies-which-are-worth-a-look-according-to-wilsons-advisory/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rare earths companies' share prices have been under pressure over the past week or so, but the sector's fundamentals remain solid, with Wilsons Advisory naming four picks it thinks will outperform.  \n...</p>\n\n<a href=\"https://www.fool.com.au/2026/03/20/4-cheap-aussie-rare-earths-companies-which-are-worth-a-look-according-to-wilsons-advisory/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"REMX","symbol_name":"VanEck Rare Earth and Strategic Metals ETF","start_time":0,"source_url":"https://www.fool.com.au/2026/03/20/4-cheap-aussie-rare-earths-companies-which-are-worth-a-look-according-to-wilsons-advisory/","article_id":"2620203407","we_media_id":null,"thumbnails":[],"rights":{"source":"motleyfoolau_stock","url":"https://www.fool.com.au/2026/03/20/4-cheap-aussie-rare-earths-companies-which-are-worth-a-look-according-to-wilsons-advisory/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2620203407","pubTimestamp":1773970315,"columns":[],"sourceInfo":{"source_id":"motleyfoolau_stock","name":"MotleyFool"},"weMediaInfo":null,"summary":"Rare earths companies' share prices have been under pressure over the past week or so, but the sector's fundamentals remain solid, with Wilsons Advisory naming four picks it thinks will outperform.In a research note sent to clients this week, Wilsons makes the case that rare earths elements \"sit at the centre of several powerful structural trends, including electrification, automation and defence modernisation''.They say that permanent magnets represent the largest source of rare earths demand, \"with applications spanning electric vehicle motors, wind turbines, robotics and industrial automation, as well as consumer electronics''.Among the ASX-listed companies in the sector, Lynas Rare Earths Ltd  stands out, Wilsons says, as the largest rare earths producer outside of China.Wilsons says Canaccord also has a buy rating on Iluka Resources Ltd  and a price target of $6.55 against the current price of $6.03.Among the project developers, Canaccord has a speculative buy on both Brazilian Ra","collect":0,"end_time":0,"defaultTopTitle":"fool.com.au","property":[],"viewcount":null,"language":"en","relate_stocks":{"REMX":"VanEck Rare Earth and Strategic Metals ETF","BRE.AU":"BRAZILIAN RARE EARTHS LTD","BK7507":"资源股","LYC.AU":"LYNAS RARE EARTHS LTD","MEI.AU":"METEORIC RESOURCES NL","BK7095":"多种金属与采矿","ILU.AU":"ILUKA RESOURCES LIMITED"},"translate_title":"威尔逊咨询公司(Wilsons Advisory)表示，4家值得关注的廉价澳大利亚稀土公司","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MEI.AU":1,"ILU.AU":1,"BRE.AU":1,"LYC.AU":1,"REMX":1.5},"content_text":"Rare earths companies' share prices have been under pressure over the past week or so, but the sector's fundamentals remain solid, with Wilsons Advisory naming four picks it thinks will outperform.  \nIn a research note sent to clients this week, Wilsons makes the case that rare earths elements \"sit at the centre of several powerful structural trends, including electrification, automation and defence modernisation''.    \nImage source: Getty Images\nLarge demand drivers\nThey say that permanent magnets represent the largest source of rare earths demand, \"with applications spanning electric vehicle motors, wind turbines, robotics and industrial automation, as well as consumer electronics''. \nThey go on to say:\n\nKey magnet rare earths include NdPr (neodymium and praseodymium), which are used to produce NdFeB (neodymium–iron–boron) permanent magnets, the dominant magnet technology in advanced electric motors. In certain applications, heavy rare earths such as DyTb (dysprosium and terbium) are added to improve performance at elevated temperatures.\n\nWilsons says demand for magnet rare earths is expected to triple over the next decade, underpinned by a combination of structural drivers including the energy transition, automation and robotics, and defence and rearmament.\nThere are also major barriers to entry on the mining and processing front, as they say:\n\nRare earth supply is structurally inelastic to price signals. Projects face high capital intensity, complex permitting and financing requirements, and long development timelines that typically span 10-15 years. Against this backdrop, and with demand rising strongly, several magnet rare earth elements, including NdPr and DyTb, are expected to face supply deficits over the near to medium-term. Beyond the global supply/demand balance, an increasingly important dynamic for Western producers is the emergence of an increasingly bifurcated rare earth market, where strategic demand for ex-China supply is supporting pricing premiums and long-term supply agreements for Western rare earths.\n\nWilsons says China dominates both the extraction and refining of rare earths, which is a strategic vulnerability for Western economies.\nLocal winners\nAmong the ASX-listed companies in the sector, Lynas Rare Earths Ltd (ASX: LYC) stands out, Wilsons says, as the largest rare earths producer outside of China.\nWilsons says Canaccord Genuity has a price target of $22 on the company, compared with the current price of $18.89.\nLynas just this week announced a major supply agreement with the US Department of War, involving US$96 million in rare earth oxide offtake and a US$110/kg floor price for NdPr.\nWilsons says Canaccord also has a buy rating on Iluka Resources Ltd (ASX: ILU) and a price target of $6.55 against the current price of $6.03. \nAmong the project developers, Canaccord has a speculative buy on both Brazilian Rare Earths Ltd (ASX: BRE) and Meteoric Resources Ltd (ASX: MEI). \nThe price target for Brazilian Rare Earths is $8, against the current price of $4.20, and for Meteoric Resources, 40 cents, compared with 16.5 cents.","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,"need_auth":false,"code":"91000000","status":"200"}}}