Lynas Rare Earths Limited (LYSDY) Q4 2026 Earnings Call Transcript
MP Materials offers stronger long-term earnings growth and deeper U.S. integration, but rising expansion costs pressure near-term profitability.
MP Materials ramps rare earth output and magnet production as Mountain Pass and Independence drive growth across the supply chain.
Lynas Rare Earths stands out over MP Materials with stronger growth, rising estimates and long-term supply deals boosting its edge in the rare earth sector.
Here is how Lynas Rare Earths Limited - Sponsored ADR (LYSDY) and Silvercorp (SVM) have performed compared to their sector so far this year.
Lynas Rare Earths emerges as the stronger pick as rare earth demand rises, backed by completed expansions, heavy rare earth output and a cheaper valuation.
Lynas Rare Earths Limited (OTCPK:LYSDY) Shareholder/Analyst Call November 25, 2025 6:00 PM EST Company Participants John Humphrey Amanda Lacaze - MD, CEO & Director Sarah Leonard - General Counsel & Company Secretary Vanessa Guthrie Kathleen Bozanic Conference Call Participants Helen Manning Bob Richardson Presentation John Humphrey Good morning, ladies and gentlemen. My name is John Humphrey, and I'm the Chair of the Board of Lynas Rare Earths.
Lynas Rare Earths Limited (OTCPK:LYSDY) Q1 2026 Earnings Call October 29, 2025 9:00 PM EDT Company Participants Amanda Lacaze - MD, CEO & Director Chris Jenney - Vice President Sales & Market Development Conference Call Participants Daniel Morgan - Barrenjoey Markets Pty Limited, Research Division David Deckelbaum - TD Cowen, Research Division Jonathon Sharp - CLSA Limited, Research Division Chen Jiang - BofA Securities, Research Division Paul Young - Goldman Sachs Group, Inc., Research Division Mitch Ryan - Jefferies LLC, Research Division Reg Spencer - Canaccord Genuity Corp., Research Division Austin Yun - Macquarie Research Matthew Hope - Ord Minnett Limited, Research Division Rahul Anand - Morgan Stanley, Research Division Regan Burrows - Bell Potter Securities Limited, Research Division Scott Ryall - Rimor Equity Research Pty Ltd Presentation Operator Good day, and thank you for standing by. Welcome to Lynas Rare Earths Quarterly Results Briefing.
Here is how Lynas Rare Earths Limited - Sponsored ADR (LYSDY) and OR Royalties (OR) have performed compared to their sector so far this year.
Lynas shines brighter than MP Materials as rare earth demand surges, backed by a stronger growth outlook and rising investor confidence.
Does Lynas Corp. (LYSDY) have what it takes to be a top stock pick for momentum investors? Let's find out.
MP Materials surges 311% YTD with U.S. magnet deals, but Lynas' rising earnings and cheaper valuation may offer better value.