Lynas Rare Earths Limited LYC

UUUU advances its rare earth strategy with new separation capacity, acquisitions and projects targeting light and heavy REE oxide production.

For years, the “domestic rare earth supply chain” has been more of a policy talking point than a viable business. That’s starting to change. MP Materials Corp. (NYSE:MP), the company at the center of America’s push to reduce reliance on Chinese-processed rare earths, told investors at the Jefferies Global Industrials Conference on September 9 that […]

Rare earths have moved from obscure chemistry to front-page politics as Washington and Beijing haggle over tariffs, export controls and who gets reliable access to the minerals that feed batteries, chips and advanced magnets. That negotiation risk cuts both ways: it can hurt vulnerable supply chains or reward businesses positioned as alternative providers. This article walks through three stocks potentially exposed to these headlines and why their role in the rare-earths story matters for...

MP's premium valuation faces scrutiny as losses, high costs and execution risks persist despite growth in rare earths and magnet production.

With markets bracing for higher interest rates in Europe after German import prices and bond yields highlight persistent inflation pressures, patient stock pickers are getting choosier about where to put fresh capital. That is where high quality undervalued stocks come in. Solid balance sheets and good cash flows can matter more when money is not cheap. This article highlights three such stocks from our screener that are worth a closer look. The stocks covered below are just a sample, as the...

UUUU advances its rare earth supply chain as terbium oxide wins commercial magnet approval.

MP Materials' revenue surge in 1H26 as NdPr sales and pricing rise, while magnetics expands. Can its growth initiatives sustain momentum?

Lynas Rare Earths has delivered a 146.7% return over the past three years, yet investors now face mixed valuation signals as the Discounted Cash Flow (DCF) intrinsic value estimate suggests the stock trades below fair value while market multiples point to a richer pricing. A 146.7% three year return sets a high bar for potential gains ahead and makes entry price more important for anyone considering Lynas Rare Earths today. Future cash flow from rare earth production can support the DCF view...

MP Materials surges 15% after Q2 revenues jump 89%, but high costs, estimate cuts and a premium valuation cloud the outlook.

Lindian Resources Limited ("Lindian" or the "Company") (ASX: LIN) is pleased to announce the acquisition of 100% of the SARECO Mixed Rare Earths Carbonate ("MREC") hydrometallurgical processing facility in Stepnogorsk, Kazakhstan ("SARECO", "CLP" or "MREC Facility")[1].