Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — Shareholder Meeting (November 2021)
27 slides from Lynas Rare Earths's shareholder meeting presentation, Nov 29, 2021
Slide 1: Lynas Rare Earths Limited Annual General Meeting
For personal use only Lynas Rare Earths Limited Annual General Meeting 29 November 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: CEO Presentation: Enhancing, Accelerating, Delivering
For personal use only CEO Presentation Amanda Lacaze Enhancing, Accelerating, Delivering
Slide 4: FY21 financial highlights
FY21 financial highlights You will need to For personal use only RECORD RECORD SALES PROFIT $157M $498M FY20: ($19)M FY20: $305M EBITDA CASH AND SHORT TERM DEPOSITS $235M $681M FY20: $60M FY20: $102M 4
Slide 5: FY21 operational highlights
FY21 operational highlights For personal use only 15,761tne 5,461tne Total REO NdPr FY20: 14,562 tonnes FY20: 4,656 tonnes Lynas 2025 project Resilient business • Kalgoorlie: Successfully managed Substantial progress COVID-19 challenges - on approvals and logistics, supply, staffing, early works inv
Slide 6: FY21 ESG highlights
FY21 ESG highlights For personal use only Zero COVID-19 Gold Medal workplace EcoVadis transmission Sustainability Rating Enhanced 2nd award COVID-19 health July 2021 & safety protocols Commitment to 21% women Science Based senior executives Targets FY20: 16.7% initiative (SBTi) 19.2% women September
Slide 7: Diversifying Rare Earths supply chains has become a priority
Diversifying Rare Earths supply chains has become a priority for governments and industry For personal use only Source: Rare Earth Magnets and Motors: A European Call for Action. A report by the Rare Earth Magnets and Motors Cluster of the European Raw Materials Alliance. Berlin 2021 7
Slide 8: Government and delegation visits to Mt Weld and Kalgoorlie
For personal use only Ali Kent MLA - Member for Kalgoorlie, Deputy Premier Hon Roger Cook MLA and Hon Hon Kim Beazley AC, co-hosting senior European Union (EU) delegation to Mt Weld Kyle McGinn MLC at our Kalgoorlie Project site Madeleine King MP, Member for Brand and Shadow Minister for Resources a
Slide 9: Lynas 2025 growth plan
Lynas 2025 growth plan For personal use only Malaysia United States Establish RE processing platform for Lynas Malaysia: Over 8 years of operation in LRE/HRE separation & specialty materials Gebeng, Malaysia Initial contracts for financial support signed Efficient Cracking & Leaching, Solvent with U
Slide 10: Delivering our Lynas 2025 Foundation Project: Kalgoorlie
Delivering our Lynas 2025 Foundation Project: Kalgoorlie Rare Earths Processing Facility For personal use only Key progress: Project details: • Proposal recommended for environmental approval by WA EPA $500m capital project • Preliminary site works well advanced • Kiln shell sections fabricated and
Slide 11: On site at the Kalgoorlie Rare Earths Processing Facility project site
For personal use only On site at the Kalgoorlie Rare Earths Processing Facility project site 11
Slide 12: Kiln shell arrives in WA
Kiln shell arrives in WA For personal use only 12
Slide 13: For personal use only
Lynas Rare Earths = © ) ee @) gst = (oy LLy 13
Slide 14: Our commitment to the WA Goldfields communities
Our commitment to the WA Goldfields communities For personal use only Lynas cares for the communities in which we work and live, and prioritises taking an active role in building better communities. We aim to make a positive contribution to local employment, skills, education, health, and the enviro
Slide 15: Our commitment to regional & WA procurement
Our commitment to regional & WA procurement For personal use only Pioneer Water Tanks, WA $20m Concrete Civils construction awarded Jagcor, WA $17.5m contract 48 steel tanks Site earthworks, awarded to Versatile Plant Polaris Hire, Kalgoorlie Engineering, Perth, WA $12m rotary kiln installation cont
Slide 16: Developing our resource for future growth
Developing our resource for future growth For personal use only 16
Slide 17: Investing in Research and Innovation
Investing in Research and Innovation Water treatment in Malaysia Pilot commencing at Lynas Malaysia for innovative water For personal use only treatment solution: • Reduced water and chemical inputs through reuse • Reduced residue / by-product production • Zero discharge by design • Cost benefits Mo
Slide 18: Forecast Magnet market growth has accelerated
Forecast Magnet market growth has accelerated For personal use only • Updated volume forecast for NdPr of average 10% annual growth rate, up from previous 7.5% Rate of NdPr demand growth has • Corresponding increase in demand for Dy Tb - the average mix of REO in high performance NdFeB accelerated m
Slide 19: Rare Earths market dynamics - China
Rare Earths market dynamics - China The Chinese Rare Earths market is moving quickly For personal use only • In addition to EVs and wind energy, permanent magnet market (PMM) technology is strongly promoted in Rare Earths are steel, cement and machinery markets as it provides 20-40% energy savings e
Slide 20: Rare Earth market dynamics - Japan
Rare Earth market dynamics - Japan Lynas continues to support growth of Neodymium-Iron-Boron (NdFeB) magnet market in Japan For personal use only • Japanese Import Statistics and assumptions from Lynas’ distributor (Sojitz) shows the stable demand of NdFeB and growth accelerating from 2022 The Japan
Slide 21: Our ESG approach
For personal use only Our ESG approach 21
Slide 22: Meeting the challenges of climate change
Meeting the challenges of climate change For personal use only Greenhouse Gas (GHG) Commitment to Science Life Cycle Assessments Policy and GHG Based Targets initiative as part of the sustainable Management Plan for Mt (SBTi) management of the Weld operations product life cycle Targets will be discl
Slide 23: Nurturing biodiversity at Mt Weld
Nurturing biodiversity at Mt Weld Mt Weld Rehabilitation Monitoring Program 2021 For personal use only Before rehabilitation: September 2016 After rehabilitation: May 2021 • In May 2021, topsoil stockpiles • Topsoil was monitored for: • Vegetation that has grown from direct were monitored to assess
Slide 24: Making a positive contribution to our communities
Making a positive contribution to our communities For personal use only 24
Slide 25: Organisational update
Organisational update For personal use only • Kam Leung, VP Upstream, to retire on 31 December 2021 after 9 years of service at Lynas 25
Slide 26: Visit us at LynasRareEarths.com
For personal use only Visit us at LynasRareEarths.com 26
Slide 27: 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
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