Lynas Rare Earths released an exceptional Q1 FY27 quarterly report this morning. Sales revenue jumped 55% year-on-year to $310.1m (the highest quarterly revenue since Q4 FY22), with record average selling prices of $102.1/kg (+88% YoY) supported by bundled shipments and floor-price supply agreements covering over 50% of output. Total REO production hit 4,254 tonnes (NdPr 2,082 tonnes), with cash reserves expanding to $1.212bn.
World Bank tipped commodity prices to rise 23% in 2026, with energy up 32% and metals up 25% to a record as aluminium, copper and tin set new highs.
Delivered its second 1H27 profit guidance upgrade in a month, lifting 1H27 PBT expectations to $52–57m (a 55–70% YoY increase), driven by hardware replacement cycles, AI enablement, firming customer delivery dates, and higher interest income.
Bank of America, Blackstone, Citi and Morgan Stanley Announce Landmark $63 Billion Financing Structure to Enable AI Compute Capacity in Partnership with Broadcom
Gate is now under Algo Engine buy conditions.
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