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Over

Australisch mijnbouw- en verwerkingsbedrijf voor zeldzame aardemetalen, de grootste producent van gescheiden zeldzame aardmaterialen buiten China. Cruciaal voor de onafhankelijkheid van de westerse toeleveringsketen.

Zeldzame-aardmetaalaandelen

MP Materials exploiteert en beheerd Mountain Pass, de enige actieve zeldzame-aardenmijn op het westelijk halfrond, en bouwt een verticaal geïntegreerde binnenlandse toeleveringsketen voor kritieke mineralen.

Key Financials LYSDY

Prijs $11.37
Wijziging (1D) +4.31%
Wijziging (30D) +37.48%
Wijziging (60D) +17.10%
Wijziging (90D) -12.87%
Wijziging (180D) +121.21%
Wijziging (1Y) +163.81%
Wijziging (5Y) +173.98%
52-weekse bandbreedte $4.10 — $16.18
50-daags MA $9.78
Volume 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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