Lynas Rare Earths Limited (ASX: LYC)
Sector: Materials
Market cap: A$12.2B (as of 2 Nov 2026)
Production of Rare Earths concentrate at Mt Weld. Production and sale of Rare Earths products from the LAMP in Malaysia.
Data as of 2 Nov 2026.
Recent capital raises
Substantial holders — latest moves
| Date | Holder | Move | Holding | Source |
|---|---|---|---|---|
| 20 Oct 2026 | The Capital Group Companies, Inc. | Entry | ?% → 5.21% | Filing ↗ |
| 20 July 2026 | UBS Group AG and its related bodies corporate | Decrease | 11.08% → 9.75% | Filing ↗ |
| 12 Jan 2026 | State Street Corporation and subsidiaries named in paragraph 6 to this form | Increase | 7.46% → 8.47% | Filing ↗ |
| 9 Jan 2026 | AustralianSuper Pty Ltd | Increase | 8.36% → 9.37% | Filing ↗ |
| 26 Nov 2025 | BlackRock Group (BlackRock Inc. and subsidiaries) | Entry | ?% → 6.6% | Filing ↗ |
Director trades — on-market
| Date | Director | Trade | Source |
|---|---|---|---|
| 4 Dec 2025 | Amanda LACAZE | Sold 38,688 Ordinary Shares | Filing ↗ |
| 3 Dec 2025 | Amanda LACAZE | Sold 11,000 Ordinary Shares | Filing ↗ |
| 2 Dec 2025 | Amanda LACAZE | Sold 280,000 Ordinary Shares | Filing ↗ |
| 17 Sept 2025 | Vanessa Ann GUTHRIE | Bought 1,740 | Filing ↗ |
| 7 May 2025 | Amanda LACAZE | Sold 462,979 Ordinary Shares sold on-market | Filing ↗ |
Cash and runway
| Metric | Value | As of | Source |
|---|---|---|---|
| Cash | A$1.2B | 30 Sept 2026 | Filing ↗ |
Ask about LYC in Claude or ChatGPT
Add the Capital Signal connector at https://capitalsignal.io/api/mcp, then ask:
- Has LYC raised money in the last year, and at what discount?
- What was LYC's latest cash position and runway?
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