After spending billions to secure an overpriced position in lithium, Gina Rinehart and her company, Hancock Prospecting, are now setting their sights on rare earths. Their latest move involves acquiring a stake in Lynas Rare Earths (ASX:LYC), the largest miner of this crucial material outside of China.
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As expected, the slump in rare earth prices and lower production and sales took a toll on Lynas in the six months to December, significantly impacting the profit of the world’s biggest producer of these essential minerals outside China.
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Australian rare earth miner Lynas (ASX:LYC) has confirmed media reports that it has had confidential discussions with US-based rival MP Materials Corp regarding a potential transaction.
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Lynas (ASX:LYC), a rare earths group, saw its shares under pressure on Monday after revealing a 40% year-on-year decline in rare earths production in the December quarter.
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The Western Australia Environmental Protection Authority (EPA) has recommended the environmental approval of Lynas' life-of-mine proposal for its Mount Weld rare earths project. The proposed expansion by Lynas Rare Earths' subsidiary aims to increase the development area to 2802 hectares, extending the operation's lifespan by up to 30 years. This decision comes despite concerns about transitioning to renewables.
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Lynas Rare Earths (ASX:LYC) surprised investors on Friday with news of its plan to shut down all operations in Malaysia, except for a mixed rare earth carbonate processing plant, over the December quarter.
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At the closing bell, the S&P/ASX 200 was 0.54 per cent higher at 7,450.70 after the Reserve Bank’s left the cash rate on hold.
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According to a recent ANZ-Roy Morgan survey, consumer confidence experienced a notable boost of 3.2 percentage points last week, reaching its highest level since late April.
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A snapshot of the stocks on the move, featuring Patriot Battery Metals (ASX:PMT), Lynas Rare Earths (ASX:LYC) and Talon Energy (ASX:TPD).
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Lynas Rare Earths (ASX:LYC) took a significant hit in the June quarter from the slump in world prices for its key products.
Read MoreTesla’s record 13-day streak of gains came to an end on Wednesday, snapping a run that added $US240 billion to its market value and more than $US26 billion to Elon Musk’s fortune.
Read MoreLynas shares surged 12% yesterday after Malaysian authorities gave a six-month extension to allow it to continue operating its rare earths separation plant.
Read MoreAhead of what could be a pivotal court hearing in Malaysia tomorrow, Lynas Rare Earths reported record NdPr production in the March quarter.
Read MoreLynas Rare Earths saw a 4% drop in first-half profit on Monday as prices for its metals were eroded by the combined impact of disruptions, higher processing prices and rising wages.
Read MoreShares in rare earths group Lynas jumped to their highest level in more than 6 months on Monday after the company revealed a solid performance for the December period.
Read MoreLynas Rare Earths has reported a record profit on the back of strong demand for ex-China supply of its key products essential to the rapid growth in the electrification of the economy.
Read MoreLynas is to spend upwards of $500m expanding the capacity of its Mt Weld mine and processing operations in WA to meet growing demand for its suite of rare earths products.
Read MoreLynas has again confirmed there is a lot of money to be made by proving to be a reliable, low-cost provider in the rare earths game, reporting a 58% rise in quarterly revenue.
Read MoreOutperform rating and $12.80 target maintained.
Read MoreLynas Rare Earths has wrapped up a contract worth around $US120m with the US Department of Defense to build a commercial Heavy Rare Earths separation facility in America.
Read MoreUpdates Tuesday from two companies who have been having a fine time of it lately, and while the good news continued for Lynas, Pilbara Minerals ran into some unexpected headwinds.
Read MoreA week after revealing a big rise in earnings, Lynas Rare Earths has surprised with what looks a significant upgrade to the company’s key Mount Weld deposit in WA.
Read MoreThe December quarter bought the usual flood of updates from miners on their exploration, development and production operations – here are a few of the key highlights.
Read MoreSuddenly there’s a lot of money in rare earth prices, and after promising a lot and delivering little for years, Lynas has proved that solid hard work can end up realising all that potential.
Read MoreShares in Lynas Rare Earths hit a near 9-year high as its promising future took a more defined shape and revenue for the year to June 30 surged to record levels.
Read MoreShares in Lynas jumped more than 9% yesterday after revealing it had won an Australian government grant to commercialise an industry-first rare earth refining process at its planned WA plant.
Read MoreThe market took a set against rare earths miner Lynas yesterday after its third quarter report revealed a slide in sales because of problems shipping its products.
Read MoreThe main positive in the December quarter was record revenue of $119m, 14% above UBS estimates. Pricing was higher than anticipated. The main negative is the plant is still running at 75% capacity. Neutral rating is retained. Target is $4.30.
Read MoreBack in 2017, I coined the phrase ”Green Movement” and over the year in my column on ShareCafe, I specifically focused on several stocks that would benefit from the world going green. This included everything from electric vehicle penetration, renewable energy, and even the move towards organic products. 2017 ended up being a great year for the “Green Movement”.
Read MoreRare earths miner Lynas Corporation’s $500 million WA processing plant has moved a step closer with the company announcing that it has awarded the contract for its key part – the massive kiln which will be used to heat the ore to start the extraction process.
Read MoreThe New Criterion’s Tim Boreham highlights several mining services contractors, large and small, and their potential at this time.
Read MoreRevenue was 6% of ahead of UBS estimates in the December quarter. The broker likes the company’s strategic position as the only producer of rare earths outside of China, for which demand is set to double by 2025.
Read MoreThe full-year results from rare earths miner Lynas Corp reveal a hint of what Wesfarmers saw in when it launched its now aborted $1.5 billion bid earlier this year.
Read MoreRare earths group Lynas Corporation has made it even harder for stalkers like Wesfarmers to muscle into the company and take control.
Read MoreBoron really is a wonder element and as the appreciation for its advantages and applications increase, so will the search for the future players in this industry. We have seen with PPK how quickly the market can be excited by a boron application and ABR is the cheap and forgotten future source of all this excitement.
Read MoreLynas shares jumped more than 15% yesterday on talk from offshore than China could restrict exports of rare earths to the US and other users as part of its retaliation over Donald Trump’s trade war.
Read MoreShares in Lynas Corp rose 10% yesterday to a new multi-month high of $2.53 after the company withdrew reserves data given in Tuesday’s investor day presentation.
Read MoreTrading in Lynas Corporation shares was halted late Tuesday until Thursday morning following a query from the ASX about data released as part of an investor day update presentation yesterday.
Read MoreMonday’s statement from rare earths group Lynas Corp of an interesting idea for the US has left far more questions unanswered than it has resolved.
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DOWNLOAD RESEARCH REPORTSecures binding contract with Tier-1 OEMUS based anode active project gathers momentumMagnis Energy Technologies (MNS.ASX) – MNS is planning an anode active facility in the US and recently announced a binding, yet conditional, contract for the supply of anode active with Tesla. The contract is for a minimum 17.5kt/year with an option to purchase another 17.5t/year. Conditions precedent carry a tight development timeframe, with first production scheduled for February 2025. Site selection is underway and co-locating with an OEM on a brownfields site makes sense. Long lead items have been ordered and detailed engineering and design is expected to commence soon. |
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December Quarterly Report: Q2 FY2023Looking past the rain – there’s a rainbow.TerraCom released their operating results for the December quarter FY2023 with operating metrics being in line with our forecasts. Unseasonal rains in both Australia and South Africa contributed to operational and logistical issues across all mines, however guidance for annual production at Blair Athol is unaffected and highlights the quality of TerraCom’s skills in operational management. We continue to like the stable operating metrics around the company’s Australian operations and see potential for the South African operations to benefit from increased management focus given the rationalisation of operations following the closure of the Ubuntu mine. Corporate Connects overall financials remain unchanged as does our target price of $1.35 share. We maintain our forecast for a fully franked quarterly dividend of 7.5c/share to be paid in the March and June quarters of FY2023. |
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DOWNLOAD RESEARCH REPORTHigh performance synthetic anode & cathode materials Building a US based materials supply chainNOVONIX (ASX:NVX) – is scaling a synthetic anode materials plant in the US and piloting nickel rich cathode material in Canada. Why? China is dominant and growing – 100% of global natural anode and 68% of synthetic anode is refined in China. In short, China controls the global midstream battery chain by controlling 60% of chemical refining, 87% of anode manufacturing, 61% of cathode manufacturing and 73% of battery manufacturing. It is global battery supply and price domination at scale. |
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DOWNLOAD RESEARCH REPORTAntisense Therapeutics (ANP) Taking a Quick Approach to Long COVIDThis report looks at the results of a collaborative study Antisense undertook which looked at the largest protein expression database in Long COVID-19 patients who experienced neurologic symptoms well after the primary or acute SARS-CoV-2 infection was considered over (Groups 1 & 2, with 48 subjects Group 2 comprising a single patient from a different clinical site). The symptoms and others experienced by such patients result in a highly significant amount of illness, possibly more than all primary SARS-CoV-2 infections i.e COVID-19. |
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DOWNLOAD RESEARCH REPORT4Q reveals more focus on profit and cash flow• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.
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DOWNLOAD RESEARCH REPORTSigns MOU with Ford Company – Kachi is now sold out!Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded. |
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DOWNLOAD RESEARCH REPORTStrategic Vanadium-battery growth with Titanium & Iron earnings resiliencyTNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines. |
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Promising exploration and development update while SOP prices continue to riseTwo recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell. TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade. Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn. |
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DOWNLOAD RESEARCH REPORTIncreasing our TargetDespite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics. We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d. |
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DOWNLOAD RESEARCH REPORTEmerging Financial Wealth Advisory GroupWT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand. |
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DOWNLOAD RESEARCH REPORTImmutep Taking the Fight to CancerIn May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti). This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaPayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaOpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia. |
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