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LYC

Rare EarthsDOWNTREND

$14.870

as of 2026-07-27

Who's been buying — 30 days

net $, conviction-weighted
RetailRetail · context+$46.7M
NIBInvestment banks+$16.7M
MMMarket makers+$16.7M
WAWealth & advisers+$5.6M
ResResource specialists+$3.6M

5d return

-4.8%

20d return

-19.7%

60d return

-22.3%

RSI 14

22.4

vs 52w high

-32.6%

vs 52w low

+42.0%

SMA 20

Below

SMA 50

Below

Price · Volume · Broker flow
Markers = announcements (red triangle = price-sensitive). Volume amber = ≥2× ADV spike. Flow bars stacked per broker group. Flow lags T+3.
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Closest correlates
Pearson r on log returns, window: 42d
  • DTIr=0.53, window: 42d
  • WA1r=0.51, window: 42d
  • LTRr=0.44, window: 42d
  • AISr=0.43, window: 42d
  • HHRr=0.43, window: 42d
Announcements — last 30 days
  • 2026-07-27Proposed issue of securities - LYC
  • 2026-07-27Lynas and LS Eco Energy Convertible Cross Subscription
  • 2026-07-22PSotherQuarterly Activities Report

    Strong operational quarter with record A$288.9m revenue (+70% YoY) driven by record A$98.2/kg ASP, improved product mix (new Samarium production), and robust outside-China demand. Strategic JS Link magnet partnership (A$50m equity) announced post-quarter indicators downstream integration and validates Towards 2030 growth strategy, though HRE expansion cost blow-out to A$294m flags execution headwinds.

  • 2026-07-16PSsubstantial_holderChange in substantial holding

    UBS Group AG increased its substantial holding in Lynas from 9.76% to 11.08%, crossing the 10% threshold, primarily through accumulation across its fund management and prime brokerage arms. The increase reflects UBS's multi-faceted engagement (beneficial owner, fund manager, prime broker, securities lending) rather than a single strategic position.

  • 2026-07-09Date of Quarterly Report and Briefing
  • 2026-07-07PSotherLynas and JS Link Partnership for Malaysian Magnet Factory

    Lynas formalizes long-term downstream magnet partnership with JS Link via A$50m equity investment and exclusive rare earth supply deal through 2038, positioning both the Malaysia and South Korea operations as integrated supply nodes for automotive/wind/electronics sectors. This advances Lynas' stated Towards 2030 growth objective and secures end-market offtake pathways outside China.

  • 2026-07-06Appendix 3Z (Lacaze)