Lynas's Production Setback in 2Q Unlikely to Reoccur -- Market Talk

Dow Jones

01/20

2140 GMT - The issue that drove Lynas Rare Earths's 2Q production miss looks to be a one-off to Ord Minnett. Lynas had intended to source all of its rare-earths output in December from mixed rare earth carbonate, or MREC, produced at its new Kalgoorlie plant in Australia. However, that plan was roiled by impurities in the MREC that required more treatment. Lynas didn't get chemicals to rectify the issue until Dec. 25. "We are surprised that sampling and prior trials had not revealed the impurities, but do not expect the problem to reoccur following process changes," analyst Matthew Hope says. Ord Minnett has a buy call on Lynas and A$7.80/share price target. Lynas ended last week at A$7.03.(david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

January 19, 2025 16:40 ET (21:40 GMT)

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Lynas had intended to source all of its rare-earths output in December from mixed rare earth carbonate, or MREC, produced at its new Kalgoorlie plant in Australia. However, that plan was roiled by impurities in the MREC that required more treatment. Lynas didn't get chemicals to rectify the issue until Dec. 25. \"We are surprised that sampling and prior trials had not revealed the impurities, but do not expect the problem to reoccur following process changes,\" analyst Matthew Hope says. Ord Minnett has a buy call on Lynas and A$7.80/share price target. Lynas ended last week at A$7.03.(david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 19, 2025 16:40 ET (21:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lynas's Production Setback in 2Q Unlikely to Reoccur -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLynas's Production Setback in 2Q Unlikely to Reoccur -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-01-20 05:40</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2140 GMT - The issue that drove Lynas Rare Earths's 2Q production miss looks to be a one-off to Ord Minnett. Lynas had intended to source all of its rare-earths output in December from mixed rare earth carbonate, or MREC, produced at its new Kalgoorlie plant in Australia. However, that plan was roiled by impurities in the MREC that required more treatment. Lynas didn't get chemicals to rectify the issue until Dec. 25. \"We are surprised that sampling and prior trials had not revealed the impurities, but do not expect the problem to reoccur following process changes,\" analyst Matthew Hope says. Ord Minnett has a buy call on Lynas and A$7.80/share price target. Lynas ended last week at A$7.03.(david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 19, 2025 16:40 ET (21:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7507","symbol_name":"資源股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2504490872","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2504490872","pubTimestamp":1737322800,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2140 GMT - The issue that drove Lynas Rare Earths's 2Q production miss looks to be a one-off to Ord Minnett. Lynas had intended to source all of its rare-earths output in December from mixed rare earth carbonate, or MREC, produced at its new Kalgoorlie plant in Australia. However, that plan was roiled by impurities in the MREC that required more treatment. Lynas didn't get chemicals to rectify the issue until Dec. 25. \"We are surprised that sampling and prior trials had not revealed the impurities, but do not expect the problem to reoccur following process changes,\" analyst Matthew Hope says. Ord Minnett has a buy call on Lynas and A$7.80/share price target. Lynas ended last week at A$7.03.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7507":"资源股","LYC.AU":"LYNAS RARE EARTHS LTD","BK7095":"多种金属与采矿"},"translate_title":"莱纳斯第二季度产量受挫不太可能再次发生——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LYC.AU":0.9},"content_text":"2140 GMT - The issue that drove Lynas Rare Earths's 2Q production miss looks to be a one-off to Ord Minnett. Lynas had intended to source all of its rare-earths output in December from mixed rare earth carbonate, or MREC, produced at its new Kalgoorlie plant in Australia. However, that plan was roiled by impurities in the MREC that required more treatment. Lynas didn't get chemicals to rectify the issue until Dec. 25. \"We are surprised that sampling and prior trials had not revealed the impurities, but do not expect the problem to reoccur following process changes,\" analyst Matthew Hope says. Ord Minnett has a buy call on Lynas and A$7.80/share price target. Lynas ended last week at A$7.03.(david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 19, 2025 16:40 ET (21:40 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}