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2026-11-06
◂ Monitor LYC ASX

Lynas Rare Earths Limited

Producer · Rare Earths · AU · MY · BR Rating locked: sign in to view v8 · lyc-20261024t160312-full
Last 2026-11-06
A$12.31
1D
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1M
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YTD
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1Y
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Upside
Locked: sign in to view
Mkt cap
A$12.4B
EV
A$11.6B
Cash
A$504.1M
Debt
A$119.7M
1 newer ASX announcement not yet reflected in this valuation

Price, volume & events

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Event calendar · next 12 months

9 events
TimingEventCategoryConfidenceMaterialityInvestor relevance
2026-10-14 to 2026-12-31Caldeira installation licence targetPermittingCompany GuidedHighTarget remainder of calendar2026; an installation licence is a prerequisite to construction, not proof of financing.
2026-11-01 to 2026-11-30Meteoric first court hearingTransactionCompany GuidedHighMaterial test of forecast delivery, capital commitments and investor expectations.
2026-11-25Annual general meetingGovernanceConfirmedMediumBoard accountability and interimCEO succession discussion; AGM does not imply scheme approval.
2026-12-01 to 2026-12-31Meteoric scheme booklet and independent expertTransactionCompany GuidedHighIndependent expert assessment and detailed risk/economic assumptions can change deal underwriting.
2026-12-31JARE scheduled principal repaymentFinancingConfirmedMediumUS10m due; already included in full face debt deduction, never charged twice in projectcashflow.
2027-01-01 to 2027-01-31Meteoric shareholder meetingTransactionCompany GuidedHighMaterial test of forecast delivery, capital commitments and investor expectations.
2027-03-01 to 2027-03-31Conditional Meteoric implementationTransactionCompany GuidedHighTransfers asset ownership and issues63.344637m shares if conditions pass; rebuild valuation and funding plan on verified completion.
2027-06-30JARE scheduled principal repaymentFinancingConfirmedMediumUS10m due; liquidity coverage and debt balance update needed.
2027-07-01 to 2027-12-31First gadolinium separation targetProductionCompany GuidedMediumEarlyFY2028 target window overlaps12-month horizon; incremental product pricing remains unquantified.

Executive roster

As of 2026-10-13Background checks ▸

FY2026 management roster plus June4 interimCEO announcement effectiveJuly1. RetiredAmandaLacaze and nonexecutive directors excluded.

ExecutiveTitleNormalized roleAppointedSources
Pol Le RouxInterim Chief Executive OfficerChief Executive · Operations2026-07-01Appendix 4E and 2026 Annual Report · Appointment of Interim Chief Executive Officer
Mimi Afzan AfzaVice President People and CultureSenior Management—Appendix 4E and 2026 Annual Report
Dato Sri Mashal AhmadVice President MalaysiaOperations—Appendix 4E and 2026 Annual Report
Daniel HavasVice President Strategy and Investor RelationsSenior Management—Appendix 4E and 2026 Annual Report
Chris JenneyVice President Sales and Market DevelopmentCommercial—Appendix 4E and 2026 Annual Report
Sarah LeonardGeneral Counsel and Company SecretaryCompany Secretary—Appendix 4E and 2026 Annual Report
Jennifer ParkerVice President Corporate AffairsSenior Management—Appendix 4E and 2026 Annual Report
Gaudenz SturzeneggerChief Financial OfficerFinance—Appendix 4E and 2026 Annual Report

devCoverage status: Complete As Disclosed