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.
Treasury Wine Estates (TWE) – Plentiful grapes
Treasury Wine Estates is a vintner whose brands include Penfolds, Wynns, Seppelt, Wolf Blass, Lindemans, Squealing Pig, DAOU Vineyards and Beringer Bros, and operates in Australia, the US, the UK, China and elsewhere.
Telstra Group (TLS) – Mobile pricing boost
Telstra Group is the largest telecommunications carrier in Australia.
Computershare (CPU) – Volatile times
Computershare provides issuer, corporate trust, employee share plans and voucher, communication and utilities, technology and operations, and mortgage and property rental services.
.jpg)