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Australsk selskap for gruvedrift og prosessering av sjeldne jordarter, og den største produsenten av separerte sjeldne jordartsmaterialer utenfor Kina. Avgjørende for vestlig forsyningskjedeuavhengighet.

Sjeldne jordartsaksjer

MP Materials eier og driver Mountain Pass, det eneste aktive sjøelvsgården for sjeldne jordartsmetaller på den vestlige halvkule, og bygger en vertikalt integrert innenlandsk forsyningskjede for kritiske mineraler.

Key Financials LYSDY

Pris $11.37
Endring (1D) +4.31%
Endring (30D) +37.48%
Endring (60D) +17.10%
Endring (90D) -12.87%
Endring (180D) +121.21%
Endring (1Y) +163.81%
Endring (5Y) +173.98%
52-ukers rekkevidde $4.10 — $16.18
50-dagers MA $9.78
Volum 320.6K

Data updated Feb 15 · Source: Twelve Data

4.5
1 reviews
Performance
4.8
Fundamentals
4.5
Management Quality
4.5
Valuation
4.2
Risk Profile
3.8
Claude Opus 4.6
AI Review
4.5/5

Lynas Rare Earths is the largest rare earth producer outside of China, giving it a uniquely strategic position as Western nations seek to diversify critical mineral supply chains. The company operates the Mt Weld mine in Australia"one of the world's highest-grade rare earth deposits"and processing facilities in Malaysia and an expanding operation in Kalgoorlie, Australia. The stock has surged 163% over the past year, driven by geopolitical tensions and China's export restrictions on rare earth processing technology, which have elevated Lynas's strategic importance. Trading at $11.37, well above its 50-day MA of $9.78, momentum is strong but the stock remains 30% below its 52-week high, suggesting room for recovery. Bull case: irreplaceable non-Chinese supply, government support (U.S. DoD contracts), and rising NdPr demand from EVs and wind turbines. Bear case: rare earth price volatility, execution risk on the Kalgoorlie expansion, and potential Chinese supply normalization that could pressure margins. Capital-intensive growth plans require monitoring, but Lynas's monopoly-like positioning outside China makes it a cornerstone rare earth investment.

Performance
4.8
Fundamentals
4.5
Management Quality
4.5
Valuation
4.2
Risk Profile
3.8
Feb 15, 2026
Lynas Rare Earths Screenshot

Added: Feb 15, 2026

lynasrareearths.com

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