Lynas Rare Earths Limited (LYC) – Sector safe play
July 5, 2024
Lynas Rare Earths is an integrated source of rare earths from mine to customer. Lynas has a portfolio of aligned assets to explore, develop, mine and process rare earth minerals. These are the Mt Weld project and the Lynas Advanced Materials Plant (LAMP). The main asset of Lynas is the Mt Weld rare earths deposit in Western Australia. REO prices are depressed, which makes it the right time to buy in cheaply. Most REO companies are still explorers and would-be developers. There is only one significant producer in Australia and the world ex-China – Lynas, at its LAMP in Malaysia.
Lynas is the blue-chip stock of rare earths companies. It defied years of low prices by getting costs even lower and raising product quality. Now it is the non-Chinese producer of critical REOs for the energy transition. The Lynas multiples are punchy but deserved. It is the safe way to play the sector.
Insights that count
Discover the best opportunities to outperform the market. Our research team dig deep into the market, company and stock data to bring you insights others might overlook.
GQG Partners Inc (GQG) – Robust results
GQG Partners Inc is a Florida-based fund manager whose clients include insurance funds, pension funds, sovereign wealth funds, ultra-high net worth investors, sub advised funds, financial advisors, wealth management administration platforms, private banks, and other discretionary wealth managers.
Navigator Global Investments Limited (NGI) – Thinking strategically
Navigator Global Investments Limited is a fund manager offering open-ended products and structured products to retail, wholesale, and institutional investors.
Challenger Limited (CGF) – Confidence boost
Challenger Limited is a life insurance and investment management group with a focus on retirement services such as annuities and distribution deals in various countries.
.jpg)