Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — Investor Presentation (February 2020)
10 slides from Lynas Rare Earths's investor presentation, Feb 28, 2020
Slide 1: Lynas Corporation 1H FY2020 Report
LYNAS CORPORATION 1H FY2020 REPORT 28 FEBRUARY 2020 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: Building on our unique market position
Building on our unique market position Mt Weld: A true Tier 1 resource Key Metrics ASX Ticker LYC Lynas Malaysia: The world’s largest, most ISIN AU000000LYC6 modern RE plant designed on best practice Shares Outstanding as at 31 December 697,378,577 sustainability principles 2019 Cash Balance (31 Dec
Slide 4: Delivering solid HY performance in challenging conditions
Delivering solid HY performance in challenging conditions • Revenue stable despite weak market conditions: o Revenue: $180.1m o NPAT: $3.9m Revenue o EBIT: $8.4m o EBITDA: $44.2m $180.1m • Met NdPr demand from key customers. Offset lower market prices with a higher value product mix • Cash flows fro
Slide 5: Delivering solid HY performance in challenging conditions
Delivering solid HY performance in challenging conditions 12,000 Production Volume REOt Sales Revenue (A$'m) 220 10,000 170 8,000 REOt A$'m 6,000 120 4,000 70 2,000 2,507 2,717 2,665 2,779 2,802 3,096 2,512 1,905 1,991 0 20 H116 H216 H117 H217 H118 H218 H119 H219 H120 H116 H216 H117 H217 H118 H218 H
Slide 6: Meeting our commitments to Malaysia
Meeting our commitments to Malaysia Lynas Malaysia Operating Licence renewed for 3 years Ongoing Commitments • The licence is subject to certain conditions which Lynas is • Operate Safely: Compliant with all relevant regulation confident to meet: • Employ locally: 97% of staff are Malaysian • Start
Slide 7: Diversifying our industrial footprint
Diversifying our industrial footprint Excellent Progress on Lynas 2025 growth plan United States Project team formed Malaysia • Project Office established and staffed in MOU with a skilled US based partner, Blue Line Corporation, to Perth A dynamic operation in Gebeng with produce separated Heavy Ra
Slide 8: Making significant progress on Lynas 2025 initiatives
Making significant progress on Lynas 2025 initiatives Mt Weld, WA: Production ramp Malaysia: Investing in increased United States: Filling a market Kalgoorlie, WA: Building a new gap with new separation and up to meet forecast demand downstream processing, Cracking & Leaching in WA product finishing
Slide 9: Producing critical minerals for the low carbon economy
Producing critical minerals for the low carbon economy Lynas was designed from the ground up as a state-of-the-art environmentally-responsible Rare Earths operation Certified to OHSAS 18001 (Occupational Health and Safety Management Systems), ISO 14001 (Environmental Management Systems) and ISO 9001
Slide 10: Visit our Investor Centre at www.lynascorp.com
Visit our Investor Centre at: www.lynascorp.com 10
Lynas Rare Earths — Investor Presentation (February 2020) on 6ix