Lynas Rare Earths: Ready For A Massive Production Increase [Seeking Alpha]
MP Materials Corp. (MP)
Company Research
Source: Seeking Alpha
Follow Play 9min Summary Lynas Rare Earths is the biggest Rare Earth miner outside China, and it is on its way to significantly increasing its production when NdPr commodity prices seem to bottom out. It is well positioned to secure the occidental supply chain in a market where China is said to be a geopolitical threat. LYSCF's balance sheet can sustain a last year of elevated development CAPEX, while Free Cash Flow generation is expected to increase materially in the coming years. The stock price, however, already priced in improving fundamentals. I rate the investment as a HOLD. Thibault Renard My thesis China controls 70% of the Rare Earth oxide market, 80% of the refining, and 90% of the NdPr magnet production. Western economies must secure a more significant part of the supply chain, given that NdPr magnets play a role in key end markets. Lynas ( OTCPK:LYSCF ) is set to confirm, along with an extensive production ramp-up, to be the biggest RE producer outside
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MP
News
- Visualizing Global Rare Earth Metals Production Over The Past 30 Years [zero hedge]zero hedge
- Why MP Materials Stock Popped 11% Today [Yahoo! Finance]Yahoo! Finance
- MP Materials Corp. (NYSE: MP) had its price target raised by analysts at Canaccord Genuity Group Inc. from $23.00 to $26.00. They now have a "buy" rating on the stock.MarketBeat
- U.S. And Australia Bond To Break China's Rare Earth Stranglehold [Forbes]Forbes
- The Australian Mining Magnate Cozying Up to Trump [Yahoo! Finance]Yahoo! Finance
MP
Earnings
- 11/7/24 - Beat
MP
Sec Filings
- 12/4/24 - Form SC
- 12/4/24 - Form 4
- 12/3/24 - Form 144
- MP's page on the SEC website