Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — Investor Presentation (May 2021)
15 slides from Lynas Rare Earths's investor presentation, May 5, 2021
Slide 1: Lynas Rare Earths Ltd Investor Presentation May 2021
For personal use only LYNAS RARE EARTHS LTD Investor Presentation May 2021
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Lynas Rare Earths Limited (ABN 27 009 066 648) (Lynas looking statements including projections, guidance on future earnings and estimates are provided For personal use only or the Company) this presentation contains summary information about Lynas an
Slide 3: Lynas supplies essential materials to exciting growth industries
Lynas supplies essential materials to exciting growth industries Key Investment Electric Vehicles (EV) – Including Electric drive components, Hybrid For personal use only motor technology, Electric public transport and Electric aviation Drivers Benefits: Lighter and more efficient high-performance m
Slide 4: Lynas offers exposure to global megatrends & future-facing technologies
Lynas offers exposure to global megatrends & future- facing technologies For personal use only Investing in Rare Earths provides excellent exposure to global megatrends that will shape economies and consumer behaviour over the next decade • Sustainable mobility • Electronics and industrial automatio
Slide 5: Lynas is a proven & profitable producer
Lynas is a proven & profitable producer For personal use only • Unique Tier 1, high • Environmentally- • 8 years’ experience • Trusted Customer • Strong cost position grade, long life (25+ responsible Rare as a reliable supplier Relationships relative to other year) resource at Mt Earths producer of
Slide 6: Our value begins with our unique Rare Earth deposit at Mt Weld, Western Australia
Our value begins with our unique Rare Earth deposit at Mt Weld, Western Australia For personal use only
Slide 7: We add value at our Malaysian processing facility
We add value at our Malaysian processing facility - the world’s largest single Rare Earths separation plant For personal use only 17
Slide 8: Artist Impression of our planned Kalgoorlie Rare Earth Processing Facility
Artist Impression of our planned Kalgoorlie Rare Earth Processing Facility For personal use only 8
Slide 9: Strong 1H FY21 results on all financial measures
For personal use only Strong 1H FY21 results on all financial measures 1H 21 1H 20 Movement • Increased sales revenue $m $m $m % • Costs maintained on increased NdPr production Sales Revenue 202.5 180.1 22.4 12% • Approx. $425m equity raising successfully Cost of Sales (150.8) (151.6) 0.8 (1%) compl
Slide 10: Favourable market settings
Favourable market settings Effect of global megatrends becoming apparent supports continued confidence in market growth For personal use only Demand for electric vehicles Consumer Electronics Global Smart Homes market has accelerated Wind energy capacity market expected to grow to expected to surp
Slide 11: Lynas is the only scale producer of separated Rare Earths outside China
Lynas is the only scale producer of separated Rare Earths outside China For personal use only Malaysia United States Establish RE processing platform for Lynas Malaysia: 8 years of operation in LRE/HRE separation & specialty materials Gebeng, Malaysia Initial contracts for financial support signed E
Slide 12: Transforming for the Future
Transforming for the Future For personal use only Lynas Today Lynas in 2023 Lynas in 2025 Capital Projects Plan • Tier 1 Rare Earths deposit at Mt • Kalgoorlie Rare Earths • Target NdPr production capacity • Continued investment in Mt Weld Weld, WA Processing Facility operating by of at least 10,500
Slide 13: Sustained focus on Zero Harm as part of our commitment to ESG
Sustained focus on Zero Harm as part of our commitment to ESG For personal use only Caring for our people Caring for the environment • The 12-month total recordable injury frequency rate as • Environmentally-responsible Rare Earths producer by at 31 December 2020 was 1.3 per million hours worked des
Slide 14: Visit our Investor Centre at LynasRareEarths.com
For personal use only Visit our Investor Centre at LynasRareEarths.com 14
Slide 15: Appendix A: JORC Compliance and Competent Person's Statement
Appendix A: JORC Compliance and Competent Person’s Statement For personal use only Exploration results The information in this report that relates to the exploration results is based on information compiled by Dr Sadangaya Ganesh Bhat. Dr Sadangaya Ganesh Bhat is a full-time employee of Lynas Rare E