Lynas's Main Constraint in Near Term is the Market -- Market Talk

Dow Jones

Mar 03, 2025

2201 GMT - The biggest near-term bottleneck for rare-earths miner Lynas is the market, says UBS analyst Dim Ariyasinghe. In a note, Ariyasinghe says UBS is not concerned about Lynas's balance sheet. Rather, "focus remains on the market and, with it, Lynas's ability to increase capacity utilization." Prices are improving, albeit more slowly than UBS would have liked, says Ariyasinghe. Next, the market will be watching China's 1H production quota, which is expected within weeks. UBS has a buy rating and A$7.95/share target on Lynas. The stock ended Friday at A$6.79. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

March 02, 2025 17:01 ET (22:01 GMT)

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In a note, Ariyasinghe says UBS is not concerned about Lynas's balance sheet. Rather, \"focus remains on the market and, with it, Lynas's ability to increase capacity utilization.\" Prices are improving, albeit more slowly than UBS would have liked, says Ariyasinghe. Next, the market will be watching China's 1H production quota, which is expected within weeks. UBS has a buy rating and A$7.95/share target on Lynas. The stock ended Friday at A$6.79. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 02, 2025 17:01 ET (22:01 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 Main Constraint in Near Term is the Market -- 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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Main Constraint in Near Term is the Market -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\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\">2025-03-03 06:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2201 GMT - The biggest near-term bottleneck for rare-earths miner Lynas is the market, says UBS analyst Dim Ariyasinghe. In a note, Ariyasinghe says UBS is not concerned about Lynas's balance sheet. Rather, \"focus remains on the market and, with it, Lynas's ability to increase capacity utilization.\" Prices are improving, albeit more slowly than UBS would have liked, says Ariyasinghe. Next, the market will be watching China's 1H production quota, which is expected within weeks. UBS has a buy rating and A$7.95/share target on Lynas. The stock ended Friday at A$6.79. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 02, 2025 17:01 ET (22:01 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LYC.AU","symbol_name":"LYNAS RARE EARTHS LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2516728547","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2516728547","pubTimestamp":1740952860,"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":"2201 GMT - The biggest near-term bottleneck for rare-earths miner Lynas is the market, says UBS analyst Dim Ariyasinghe. In a note, Ariyasinghe says UBS is not concerned about Lynas's balance sheet. Rather, \"focus remains on the market and, with it, Lynas's ability to increase capacity utilization.\" Prices are improving, albeit more slowly than UBS would have liked, says Ariyasinghe. Next, the market will be watching China's 1H production quota, which is expected within weeks. UBS has a buy rating and A$7.95/share target on Lynas. The stock ended Friday at A$6.79. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LYC.AU":"LYNAS RARE EARTHS LTD","BK7095":"多种金属与采矿","BK7507":"资源股"},"translate_title":"莱纳斯近期的主要制约因素是市场——市场谈话","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LYC.AU":0.9},"content_text":"2201 GMT - The biggest near-term bottleneck for rare-earths miner Lynas is the market, says UBS analyst Dim Ariyasinghe. In a note, Ariyasinghe says UBS is not concerned about Lynas's balance sheet. Rather, \"focus remains on the market and, with it, Lynas's ability to increase capacity utilization.\" Prices are improving, albeit more slowly than UBS would have liked, says Ariyasinghe. Next, the market will be watching China's 1H production quota, which is expected within weeks. UBS has a buy rating and A$7.95/share target on Lynas. The stock ended Friday at A$6.79. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 02, 2025 17:01 ET (22:01 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":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}