Lynas Rare Earths Limited · ASX:LYC

Lynas Rare Earths — Diggers & Dealers Mining Forum 2021

17 slides from Lynas Rare Earths's conference presentation, Aug 2, 2021

  1. Slide 1: Lynas Rare Earths Diggers & Dealers Mining Forum

    For personal use only Lynas Rare Earths Diggers & Dealers Mining Forum 2 August 2021

  2. Slide 2: Disclaimer

    Disclaimer This presentation has been prepared by Lynas Rare Earths Limited (ABN 27 009 066 648) looking statements. Forward-looking statements, opinions and estimates provided in this For personal use only (Lynas or the Company) this presentation contains summary information about Lynas and its pre

  3. Slide 3: 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: Over 8 years of operation in LRE/HRE separation & specialty materials Gebeng, Malaysia Initial contracts for financial support sig

  4. Slide 4: 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 Global wind capacity Consumer Electronics Global Smart Homes market has accelerated additions increased by over market expected

  5. Slide 5: Quarterly Results June 2021

    Quarterly Results June 2021 For personal use only CASHFLOW A$ m A$ m Jun 21 qtr Jun 21 YTD Cash Inflows Receipts from customers 192.7 465.4 Proceeds from issue of shares, net of capital raising costs - 413.9 Cash Outflows Costs of production, administration and royalties (69.2) (252.3) Capex, explor

  6. Slide 6: Lynas Malaysia – Continued Operation through COVID-19

    For personal use only Lynas Malaysia – Continued Operation through COVID-19 • Malaysia Government Enhanced Movement Control Order to combat COVID-19 • Continued operation with Lynas Standard Operating Procedures (SOPs) in place:  Limiting staff numbers on site to 40%, operations at ~75% of Lynas NE

  7. Slide 7: Our value begins with our Tier 1 high grade, long life Rare Earth deposit at Mt Weld

    Our value begins with our Tier 1 high grade, long life Rare Earth deposit at Mt Weld For personal use only 7

  8. Slide 8: Exploration Results from Fresh Carbonatite below Life of Mine Pit

    Exploration Results from Fresh Carbonatite below Life of Mine Pit (Nov 2020) For personal use only Two new water bores established below the current pit floor, both holes extended for exploration purposes First time we have drilled to these depths New deep drilling in the Fresh Carbonatite below the

  9. Slide 9: Exploration Diamond Drill Hole – 1000 metres

    For personal use only Exploration Diamond Drill Hole – 1000 metres Core from 670m down showing Rare Earth mineralisation (dark red) 9

  10. Slide 10: Mt Weld Process Improvements

    Mt Weld Process Improvements For personal use only Reagent trials & froth washing Apatite ore trial – testing improve grade recovery performance of future ores New concentrate dryer improved 2nd Stack Cell commissioning concentrate quality for downstream produces final concentrate low processing cos

  11. Slide 11: Lynas Kalgoorlie RE Processing Facility

    Lynas Kalgoorlie RE Processing Facility Processes RE concentrate from Mt Weld Produces RE carbonate for Lynas For personal use only Malaysia (& proposed Lynas U.S. facility) $500m investment 1st Stage Downstream RE processing in WA Lynas in-house design Pathway for growth in RE production Diversific

  12. Slide 12: Where will we be located?

    For personal use only Where will we be located? 1. Lynas Kalgoorlie Rare Earth Processing Facility 2. Proposed Yarri Road By-Products Storage Facility 12

  13. Slide 13: Kalgoorlie Approvals and Community Engagement

    For personal use only Kalgoorlie Approvals and Community Engagement • Ongoing engagement with government agencies since June 2019 • Agency support through Major Project status (Australian) and Lead Agency status (WA) • EPBC referral “not a controlled action” • EPA WA referral  Approval for Prelimin

  14. Slide 14: Rotary Kiln Fabrication (5 Sections)

    Rotary Kiln Fabrication (5 Sections) For personal use only Section 2 Section 1 Section 5 Section 3 Section 4 14

  15. Slide 15: Kalgoorlie – Preliminary Site Works

    Kalgoorlie – Preliminary Site Works For personal use only

  16. Slide 16: Visit our Investor Centre

    For personal use only Visit our Investor Centre at: www.lynasrareearths.com 16

  17. Slide 17: 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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