Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — Macquarie Australia Conference 2023
20 slides from Lynas Rare Earths's conference presentation, May 3, 2023
Slide 1: Lynas Rare Earths Limited – Macquarie Australia Conference
For personal use only Lynas Rare Earths Limited Macquarie Australia Conference 3 May 2023
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 or the Company) this presentation contains summary information about Lynas and its subsidiaries as
Slide 3: Acknowledgement
Acknowledgement You will need to 1. 2. For personal use only xx Lynas Rare Earths acknowledges the Traditional Owners of the lands on which we live, work and meet, across Australia. We acknowledge and value Lynas’ Aboriginal and Torres Strait Islander employees, partners and communities and pay resp
Slide 4: Rare earths are essential to the global energy transition
Rare earths are essential to the global energy transition The Global Energy transition requires* $6 trillion 5X For personal use only worth of metals more than we need today to meet demand over the next 30 years *Source: Bloomberg New Energy Finance Demand for rare earths continues to grow for EV an
Slide 5: Rare earths have the attention of governments around the world
Rare earths have the attention of governments around the world Japan • Rare earths included in National For personal use only Security Strategy (January 2023) Canada: • Critical Minerals Strategy UK to collaborate with Saudi Arabia on critical minerals China • Reportedly considering United States ex
Slide 6: Lynas is growing to meet accelerated market demand
Lynas is growing to meet accelerated market demand Malaysia: Over RM$3 billion in For personal use only foreign direct investment, since 2008 Approx. 1000 ongoing jobs United States: (98% local employment) Planned U.S. Rare Earths Processing Facility (Heavy and Light Rare Earths) Approx. 619 jobs to
Slide 7: Q3 FY23 financial highlights
Q3 FY23 financial highlights You will need to Sales Receipts Sales Revenue For personal use only $229.2m $237.1m Q2 FY23: $168.4m Q2 FY23: $217.5M Total REO NdPr Production Production 4,348t 1,725t Q2 FY23: 4,457t Q2 FY23: 1,508t 77
Slide 8: Lynas' performance over the past years
Lynas’ performance over the past 2 years For personal use only 6000 4945 5000 350 4463 4457 4348 4209 300 4000 3778 3650 3500 250 3166 3000 200 150 2000 100 1000 50 0 0 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 FY21 FY21 FY22 FY22 FY22 FY22 FY23 FY23 FY21 FY21 FY22 FY22 FY22 FY22 FY23 FY23
Slide 9: Market capitalisation and cash
For personal use only Market Q3 FY23 Cash and Capitalisation short term deposits (3 May 2023 opening) $5.92b $1,112.9m Q2 FY23: $934.2m 9
Slide 10: Mt Weld
For personal use only Mt Weld 10
Slide 11: Kuantan
For personal use only Kuantan • Record NdPr production during March quarter (Q3 FY23) • Construction of new plant for the receival and processing of the mixed rare earth carbonate (MREC) from Kalgoorlie • Good progress on construction of the offsite PDF 1111
Slide 12: Over years of Lynas Malaysia
Over 10 years of Lynas Malaysia For personal use only Watch the video via our YouTube channel: https://www.you tube.com/watch ?v=0rr09MDbK 4o 12
Slide 13: MREC integration at Lynas Malaysia
For personal use only MREC integration at Lynas Malaysia Plant air HCL line 11kV feeder Process water Instrument air Low pressure steam Caustic line 13
Slide 14: Equipment fabricated for MREC receiving facilities
Equipment fabricated for MREC receiving facilities For personal use only Polishing filter De-canter Sulphate removal pump 14
Slide 15: Kalgoorlie Rare Earths Processing Facility
Kalgoorlie Rare Earths Processing Facility For personal use only Project has now Dry commissioning Target feed on entered the final activities have date for the phase of major commenced in certain Facility in Q4 FY23 construction activities parts of the plant 15
Slide 16: USA Update
USA Update For personal use only • Detailed engineering design further progressed • Preferred U.S. EPCM contractor engaged • Greenfield site secured in an existing industrial zone in Texas providing access to infrastructure, utilities, and a skilled workforce 1616
Slide 17: Malaysian Regulatory Update
Malaysian Regulatory Update • Lynas Malaysia operating licence renewed for 3 For personal use only years from 3 March 2023, with conditions which prohibit the import and processing of lanthanide concentrate after 1 July 2023 • Lynas has lodged 2 administrative appeals which were heard by the Ministe
Slide 18: Our commitment to ESG
Our commitment to ESG For personal use only People Communities Environment Awards & - Over 1050 people - Hire locally - Greenhouse Gas Policy recognition globally - Buy locally - Rehabilitation trials as - Focus on safety, equity part of biodiversity and diversity - Be active members of focus our co
Slide 19: Visit us at LynasRareEarths.com
For personal use only Visit us at LynasRareEarths.com 19
Slide 20: Appendix A: JORC Compliance and Competent Person's Statement
Appendix A: JORC Compliance and Competent Person’s Statement Exploration Results For personal use only 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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