Lynas Rare Earths Sees Revenue Gain Amid CEO Exit

Lynas Rare Earths (LYSCF) has reported revenue growth driven by stronger rare‑earth pricing even as production was hit and CEO Amanda Lacaze announced she will retire after 12 years leading the company. Shares traded around $11.84 with a market capitalization near $11.66 billion and a 52‑week range of $3.80 to $16.20; year‑to‑date performance remains weak despite the revenue tailwind. Management is seeking U.S. defense price support as geopolitical and industrial demand for magnet and specialty rare‑earths keeps prices elevated, a development that could underpin longer‑term margins if secured. Analysts are split: Morgan Stanley upgraded Lynas to Buy while others, including Ord Minnett, remain cautious; several firms have reiterated or adjusted ratings in recent weeks. The company has set a date for December‑quarter results and an investor briefing; a director also sold shares to meet tax liabilities. Investors will focus on the pace of production recovery, realized product prices, the outcome of any U.S. defense support, and the transition to new leadership for signals on operational stability and capital allocation.