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Posted by
Two Blokes Apr 18 -
Filed in
Stock
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5 views
Lynas Rare Earths Limited is uniquely positioned to benefit from rare earth price increases due to constrained supply, making it a solid Buy. Lynas's established mining and processing facilities in Australia and Malaysia provide a viable alternative to Chinese sources, ensuring operational leverage and revenue stability. With $308M in cash and manageable debt maturing in 2030, Lynas's balance sheet minimizes risk even if market cycles turn unfavorable.
