Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — Lynas — H1 2019 Earnings Presentation
11 slides from Lynas Rare Earths's earnings presentation, March 2019
Slide 1: Lynas Corporation H1 2019 Results Roadshow
LYNAS CORPORATION H1 2019 Results Roadshow March 2019 1
Slide 2: Disclaimer
Disclaimer This Presentation has been prepared by Lynas Corporation Limited (ABN 27 009 066 648) (Lynas or financial position and performance are also forward-looking statements. Forward-looking statements, the Company) This Presentation contains summary information about Lynas and its subsidiaries
Slide 3: Strong production positions the company for growth
Strong production positions the company for growth § Improved operating measures compared to prior corresponding period despite 1 month shutdown: Record REO • Sales volume grew by 5% to 9,428 tonnes • Total REO production grew by 9% to 9,642 tonnes production • NdPr production grew by 5% to 2,802 to
Slide 4: Solid growth from 5 months of operations with revenue run rate improvement
Solid growth from 5 months of operations with revenue run rate improvement on H1 2018 and PCP Production Volume REOt 220 Sales Revenue (A$'m) 12,000 9,642 200 10,000 8,839 8,914 180 7,577 160 8,000 6,337 140 6,000 120 4,221 100 4,000 80 60 2,000 2,507 2,665 2,779 2,802 40 1,905 987 20 0 H115 H116 H1
Slide 5: Achieved key milestones in H1 2019
Achieved key milestones in H1 2019 Achieved two consecutive months of 600 tonnes per month NdPr in September and October 2018 ✓ Successful start-up of new Nd and Pr separation circuit and first production and sales of separated Nd ✓ ✓ Increased sales volume and production despite 1 month lost produc
Slide 6: Lynas Malaysia Update
Lynas Malaysia Update § On February 14th 2019, Lynas announced it had agreed with the Malaysian government and regulators a pathway for the management of NUF residue. § Lynas has appealed the condition related to the management of WLP, the other solid residue produced at the plant, and remains in on
Slide 7: FY2019 Outlook
FY2019 Outlook § Record production reflected the improvements delivered by the Lynas NEXT project with further improvements expected § This provides a strong foundation for continued improvements in the second half of the year. § Lynas produced its first separated Pr in the current quarter. § Lynas
Slide 8: Our Sustainability Plan
Our Sustainability Plan Financial Supply Chain Sustainable Full mine-to- balance sheet magnet Profitable traceability operations R&D Environment Successful Minimise air and innovative Lynas 360⁰ water emissions products and Sustainability Manage/develop applications solid residues Resources CSR Life
Slide 9: Lynas seeks to be an excellent corporate citizen
Lynas seeks to be an excellent corporate citizen Ongoing communication Continued compliance BAU licence renewals with government and with licence conditions and variations to licence regulators & regulations conditions Enhancing the lives & Zero harm to our people, Being part of & having a careers o
Slide 10: Competent Person's Statement
Competent Person’s Statement COMPETENT PERSON’S STATEMENTS– MINERAL RESOURCES The information in this report that relates to the 2018 Mineral Resources is based on information compiled by Mr Alex Whishaw under the guidance of Dr Andrew Scogings. Mr Wishaw and Dr Scogings are full-time employees of C
Slide 11: Visit our Investor Centre at: www.lynascorp.com
Visit our Investor Centre at: www.lynascorp.com 11