{ "as_of": "2026-11-06", "cmr": "au-cm-kg/ASX/LYC", "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.", "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# LYNAS RARE EARTHS LIMITED (ASX: LYC) — research page\n\nAs of 2026-11-06 · au-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is LYNAS RARE EARTHS LIMITED, listed on the ASX under ticker LYC. Its ISIN is AU000000LYC6 and its LEI is 529900SGT9M1FJPXXI35. Its security type is Corporate, its segment is not on the record, its sector is Materials, and its jurisdiction is Australia (ASIC-registered public company). Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 67 filings in the twelve months to 2026-11-06, across 52 filing days. The median gap between filing days is 4 days. The latest filing is dated 2026-10-30, 7 days before the record date, and its type is asx_announcement. The exchange median is a cadence gap of 6 days, 58 filings and latency of 4.0 days, across 1829 issuers. The sector median is a cadence gap of 5.5 days, 61 filings and latency of 3.0 days, across 769 issuers. The filings by type are: substantial_holder 24, asx_announcement 19, financial_statement 7, quarterly 7, agm_record_date 6, director_interest 3, and corporate_action 1.\n\n## Auditor\n\nThe auditor of record is Ernst & Young. Its location is not on the record. Auditor changes are not on the record, as this register has no lifecycle type map yet.\n\n## Events and halts\n\nListing, delisting, name change, domicile change and segment move are not on the record, as this register has no lifecycle type map yet. The halt flag is listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/au/ddo-design-and-distribution-obligations/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations pages read. The count is 0.\n\n## Open research\n\nNo openly published research notes were found. The count is 0.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe market's vintage is not sealed. No issuer years are sealed, the market's earliest sealed date is not on the record, and the live record began date is not on the record.\n\n## Sources\n\n9 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.asx.com.au/markets/trade-our-cash-market/directory (identity.exchange)\n- https://www.asx.com.au/markets/company/LYC (identity.isin)\n- https://data.gov.au/data/dataset/asic-companies (identity.jurisdiction)\n- https://api.gleif.org/api/v1/lei-records/529900SGT9M1FJPXXI35 (identity.lei)\n- https://mcp.au-cm-kg.ai/events/ASX/LYC (the disclosure lines)\n- https://asx.api.markitdigital.com/asx-research/1.0/markets/announcements ; https://www.nsx.com.au/marketdata/delisted-suspended/ (the halt flag)\n- https://announcements.asx.com.au/asxpdf/20260826/pdf/0737nx07s3tnf7.pdf (the auditor)\n- https://mcp.au-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.au-cm-kg.ai/record/ASX/LYC (the record)\n", "market": "AU", "node": "au-cm-kg", "numbers": { "as_of_depth": { "issuer_years_sealed": [], "live_record_began": null, "node_history_from": null, "node_years_sealed": [], "note": "the AU vintage is not sealed; the record is the live record as of 2026-11-06", "record_version": 1, "sealed": false }, "auditor": { "auditor": { "read_by": "read by ChatGPT (batch)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://announcements.asx.com.au/asxpdf/20260826/pdf/0737nx07s3tnf7.pdf", "state": "confirmed", "value": "Ernst & Young" }, "auditor_firm_id": { "market": "AU", "state": "not_on_record" }, "auditor_location": { "market": "AU", "state": "not_on_record" }, "changes": { "market": "AU", "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)", "state": "not_on_record" } }, "cmr": "au-cm-kg/ASX/LYC", "coverage": { "count": 0, "houses": [], "pages_checked": [ { "page": "https://lynasrareearths.com/investors-media/broker-research/", "result": "read: 0 of 12 named houses found on the page; the page does not name the issuer" } ], "read_by": "Perplexity sonar (search) · page read by this rail", "read_date": "2026-11-12", "since": null, "state": "none_found" }, "disclosure": { "against": { "exchange": { "issuers": 1829, "median_cadence_gap_days": 6, "median_filings": 58, "median_latency_days": 4, "name": "ASX" }, "sector": { "issuers": 769, "median_cadence_gap_days": 5.5, "median_filings": 61, "median_latency_days": 3, "name": "Materials" } }, "by_type": { "agm_record_date": 6, "asx_announcement": 19, "corporate_action": 1, "director_interest": 3, "financial_statement": 7, "quarterly": 7, "substantial_holder": 24 }, "cadence_median_gap_days": 4, "filing_days": 52, "filings": 67, "latency_days": 7, "latest": [ { "category": null, "date": "2026-10-30", "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03160631", "title": "Sustainability Report FY2026", "type": "asx_announcement" }, { "category": null, "date": "2026-10-29", "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03158807", "title": "Quarterly Activities Report", "type": "quarterly" }, { "category": null, "date": "2026-10-20", "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03154306", "title": "Becoming a substantial holder", "type": "substantial_holder" }, { "category": null, "date": "2026-10-14", "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03152502", "title": "Letter to Shareholders - 2026 AGM (Amended)", "type": "agm_record_date" }, { "category": null, "date": "2026-10-14", "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03152488", "title": "Notice of Annual General Meeting/Proxy Form", "type": "agm_record_date" } ], "latest_filing_date": "2026-10-30", "read": "the node's event lines (list_events_since), as get_filings serves them", "source": "https://mcp.au-cm-kg.ai/events/ASX/LYC", "window": { "from": "2025-11-06", "to": "2026-11-06" } }, "identity": { "exchange": { "read_by": "ASX listed-companies directory (exchange list)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory (directory file asx.api.markitdigital.com/asx-research/1.0/companies/directory/file)", "state": "sourced", "value": "ASX" }, "isin": { "read_by": "ASX company record (exchange site, asx.com.au company page data)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://www.asx.com.au/markets/company/LYC", "state": "confirmed", "value": "AU000000LYC6" }, "jurisdiction": { "read_by": "ASIC company register bulk dataset (data.gov.au, weekly) (company type)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://data.gov.au/data/dataset/asic-companies (COMPANY_202609.csv)", "state": "sourced", "value": "Australia (ASIC-registered public company)" }, "lei": { "read_by": "GLEIF name-exact", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://api.gleif.org/api/v1/lei-records/529900SGT9M1FJPXXI35", "state": "filled", "value": "529900SGT9M1FJPXXI35" }, "name": { "read_by": "ASX listed-companies directory (exchange list)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory (directory file asx.api.markitdigital.com/asx-research/1.0/companies/directory/file)", "state": "sourced", "value": "LYNAS RARE EARTHS LIMITED" }, "sector": { "read_by": "ASX company record (exchange site, asx.com.au company page data)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://www.asx.com.au/markets/company/LYC", "state": "sourced", "value": "Materials" }, "security_type": { "read_by": "ASX listed-companies directory (exchange list)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory (directory file asx.api.markitdigital.com/asx-research/1.0/companies/directory/file)", "state": "sourced", "value": "Corporate" }, "segment": { "market": "AU", "state": "not_on_record" }, "ticker": { "read_by": "ASX listed-companies directory (exchange list)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory (directory file asx.api.markitdigital.com/asx-research/1.0/companies/directory/file)", "state": "sourced", "value": "LYC" }, "website": { "market": "AU", "reason": "no source read", "state": "not_on_record" } }, "licensed": { "columns": [ "licensor", "entitlement", "title", "date", "source" ], "rows": [], "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded." }, "lifecycle": { "delisting": { "market": "AU", "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)", "state": "not_on_record" }, "domicile_change": { "market": "AU", "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)", "state": "not_on_record" }, "listing": { "market": "AU", "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)", "state": "not_on_record" }, "name_change": { "market": "AU", "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)", "state": "not_on_record" }, "segment_move": { "market": "AU", "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)", "state": "not_on_record" } }, "market": "AU", "node": "au-cm-kg", "numbers_hash": "sha256:95f71f65598a663882f877a2212a7efafb629f4792eee9216a0f5f8f61c736f1", "open_research": { "read_date": "2026-11-12", "rows": [], "state": "none_found" }, "orderability": { "chapter_as_of": "2026-11-04", "client_categories": [], "determinable": false, "read": { "chapter": "https://mcp.au-cm-kg.ai/book/aio.json", "door": "https://mcp.au-cm-kg.ai/mcp", "tool": "get_orderability" }, "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category", "rule_version": "acm-68000/au/ddo-design-and-distribution-obligations/r1", "section": "au.aio.v8" }, "record": { "as_of": "2026-11-06", "url": "https://mcp.au-cm-kg.ai/record/ASX/LYC", "version": 1 }, "schema": "research-numbers v0.1 (USR-01, 2026-11-11)", "status": { "read_date": "2026-11-08", "source": "https://asx.api.markitdigital.com/asx-research/1.0/markets/announcements ; https://www.nsx.com.au/marketdata/delisted-suspended/", "value": "listed, not halted" } }, "numbers_hash": "sha256:95f71f65598a663882f877a2212a7efafb629f4792eee9216a0f5f8f61c736f1", "path": "/au/ASX/LYC", "schema": "research-page v0.1 (USR-02, 2026-11-11)", "sections": [ { "id": "identity", "text": "The issuer is LYNAS RARE EARTHS LIMITED, listed on the ASX under ticker LYC. Its ISIN is AU000000LYC6 and its LEI is 529900SGT9M1FJPXXI35. Its security type is Corporate, its segment is not on the record, its sector is Materials, and its jurisdiction is Australia (ASIC-registered public company). Its listing status is listed, not halted.", "title": "Identity and listing" }, { "id": "disclosure", "text": "The record holds 67 filings in the twelve months to 2026-11-06, across 52 filing days. The median gap between filing days is 4 days. The latest filing is dated 2026-10-30, 7 days before the record date, and its type is asx_announcement. The exchange median is a cadence gap of 6 days, 58 filings and latency of 4.0 days, across 1829 issuers. The sector median is a cadence gap of 5.5 days, 61 filings and latency of 3.0 days, across 769 issuers. The filings by type are: substantial_holder 24, asx_announcement 19, financial_statement 7, quarterly 7, agm_record_date 6, director_interest 3, and corporate_action 1.", "title": "The disclosure read" }, { "id": "auditor", "text": "The auditor of record is Ernst & Young. Its location is not on the record. Auditor changes are not on the record, as this register has no lifecycle type map yet.", "title": "Auditor" }, { "id": "events", "text": "Listing, delisting, name change, domicile change and segment move are not on the record, as this register has no lifecycle type map yet. The halt flag is listed, not halted.", "title": "Events and halts" }, { "id": "orderability", "text": "The outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/au/ddo-design-and-distribution-obligations/r1, and the chapter is as of 2026-11-04.", "title": "Orderability" }, { "id": "coverage", "text": "No research houses were found on the issuer's investor-relations pages read. The count is 0.", "title": "Coverage" }, { "id": "open_research", "text": "No openly published research notes were found. The count is 0.", "title": "Open research" }, { "id": "licensed", "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.", "title": "Licensed" }, { "id": "depth", "text": "The market's vintage is not sealed. No issuer years are sealed, the market's earliest sealed date is not on the record, and the live record began date is not on the record.", "title": "As-of depth" }, { "id": "sources", "text": "9 source pages are named on this page; every value above carries its own source page and read date in the numbers.", "title": "Sources" } ], "sources": [ { "for": "identity.exchange", "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory" }, { "for": "identity.isin", "source": "https://www.asx.com.au/markets/company/LYC" }, { "for": "identity.jurisdiction", "source": "https://data.gov.au/data/dataset/asic-companies" }, { "for": "identity.lei", "source": "https://api.gleif.org/api/v1/lei-records/529900SGT9M1FJPXXI35" }, { "for": "the disclosure lines", "source": "https://mcp.au-cm-kg.ai/events/ASX/LYC" }, { "for": "the halt flag", "source": "https://asx.api.markitdigital.com/asx-research/1.0/markets/announcements ; https://www.nsx.com.au/marketdata/delisted-suspended/" }, { "for": "the auditor", "source": "https://announcements.asx.com.au/asxpdf/20260826/pdf/0737nx07s3tnf7.pdf" }, { "for": "the orderability chapter", "source": "https://mcp.au-cm-kg.ai/book/aio.json" }, { "for": "the record", "source": "https://mcp.au-cm-kg.ai/record/ASX/LYC" } ], "title": "LYNAS RARE EARTHS LIMITED (LYC) — research page", "writer": { "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers", "engine": "claude-haiku-5-5" } }