Lynas (LYC) is held by 29 ASX ETFs. Over the last 6 months it fell 33.3%: on $10,000, −$3328. We explain 8 big moves in that time.
About LYC
- SectorMaterials
- IndustryMaterials
- Size$12.7b
- Held by29 ETFs
- Big moves8 in 6M
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- −5.7%1 Oct 2026· Takeover / M&A
Lynas Rare Earths fell sharply after announcing a scheme of arrangement to acquire Meteoric Resources, with the deal requiring a new share issuance that dilutes existing shareholders.
- +5.0%18 Sep 2026· Sector Flow
Lynas Rare Earths rose on broad market tailwinds, with a strong S&P 500 rally and a firm ASX materials sector providing the most identifiable lift.
- +6.6%4 Aug 2026· Contract
Lynas Rare Earths shares jumped nearly 7% on Aug 5, likely driven by strategic funding partnership news and broader critical minerals sector focus.
- −4.8%29 Jul 2026· Macro
A sharp sell-off in Japanese equities (Nikkei 225 down ~4%) the prior day likely dragged Lynas Rare Earths lower, given its significant operational and revenue exposure to Japan as a key rare earths processing and customer market.
- −6.5%22 Jul 2026· Operational
Lynas Rare Earths fell sharply after its quarterly activities report disappointed investors, likely revealing weaker-than-expected production or cost metrics despite reporting $288.9M in revenue for the June quarter.
- −4.8%9 Jun 2026· Sector Flow
Lynas Rare Earths shares fell amid renewed concerns over rare earth magnet demand and sector-wide supply focus, with the stock already down 21% in two months.
- −9.8%14 May 2026· Unknown
Lynas Rare Earths shares fell sharply amid broad ASX 200 weakness, though no specific company news was identified.
- −6.7%23 Apr 2026· Earnings Beat
Profit-taking after a record quarterly revenue announcement overshadowed the positive results, leading to a significant pullback.
Held by 29 ETFs
Of every $10,000 in each fund, how much is in LYC today.
- RESMVANECK RARE EARTH AND STRATEGIC METALS X CHINA ETF$1,03010.30%
- XMETBetaShares Energy Transition Metals ETF$4684.68%
- MVRVanEck Australian Resources ETF$2782.78%
- GMTLGlobal X Green Metal Miners ETF$2242.24%
- MTUMBetaShares Australian Momentum ETF$2052.05%
- OZRSTATE STREET SPDR S&P/ASX 200 RESOURCES ETF$1601.60%
- QREBetaShares Australian Resources Sector ETF$1561.56%
- EX20BetaShares Australian Ex-20 Portfolio Diversifier ETF$1281.28%
- VETHVanguard Ethically Conscious Australian Shares ETF$1201.20%
- GMVWVanEck Geared Australian Equal Weight Complex ETF$1201.20%