Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — Lynas — Shareholder Meeting (November 2011)
15 slides from Lynas Rare Earths's shareholder meeting presentation, Nov 30, 2011
Slide 1: Lynas 2011 Annual General Meeting
Lynas 2011 Annual General Meeting For personal use only 30/11/2011
Slide 2: Disclaimer
Disclaimer For personal use only This Presentation has been prepared by Lynas Corporation Limited (ABN 27 009 066 648) (Lynas or the Company). This Presentation contains summary information about Lynas and its subsidiaries (Lynas Group) and their activities current as at the date of this Presentatio
Slide 3: Aerial view of the Concentration Plant
Aerial view of the Concentration Plant For personal use only 3
Slide 4: Aerial view of Leaching, Up and Downstream Separation and Product Finishing Workshops
Aerial view of Leaching, Up and Downstream Separation and Product Finishing Workshops For personal use only 4
Slide 5: Piping and electrical installation is well underway and installation of equipment is ongoing
Piping and electrical installation is well underway and installation of equipment is ongoing For personal use only Cracking (Rotary Kiln) Gas Treatment Primary Leaching Secondary Leaching 5
Slide 6: All major tanks are now in place and the tunnel furnaces are progressing well
All major tanks are now in place and the tunnel furnaces are progressing well For personal use only Upstream Extraction Downstream Extraction Post Treatment Tunnel Furnaces 6
Slide 7: Seven formal supply contracts and two Letters of Intent signed; Sojitz Agreement
Seven formal supply contracts and two Letters of Intent signed; Sojitz Agreement to provide stable supply to Japanese customers For personal use only Rhodia Customer Agreement 9th Sojitz Agreement – Agent/Distribution - Supply Contract Minimum of 8,500t (+/-500t) of product 8th Customer Agreement
Slide 8: The Strategic Alliance with Sojitz shall provide a stable and long term source of supply
The Strategic Alliance with Sojitz shall provide a stable and long term source of supply for the Japanese market For personal use only LYNAS, SOJITZ AND JOGMEC HAVE EXECUTED DEFINITIVE AGREEMENTS Sojitz – Lynas Strategic Alliance Financing Availability Distribution & Agency Agreement Agreement Agree
Slide 9: Historic Supply, Demand & REO Prices
Historic Supply, Demand & REO Prices For personal use only 200000 150 (Recent peak FOB price of US$232.68/kg on 1 Aug 2011) 180000 135 US$122.39/kg FOB China 28 Nov 2011 160000 120 US$54.30/kg China domestic 28 Nov 2011 140000 105 120000 90 tonnes REO US$/kg 100000 75 80000 60 60000 45 40000 30 2000
Slide 10: Community Engagement in Malaysia
Community Engagement in Malaysia For personal use only 10
Slide 11: Mount Weld Stockpiles with REO Percentages
Mount Weld Stockpiles with REO Percentages For personal use only DUNCAN DEPOSIT (DD) Offices 773,000t on stockpiles 8% 13% DD CLD 17% DEPOSIT 26% 15% 13% 21% 20% Conc. DD Plant 1.5km 11
Slide 12: In early 2011, Lynas completed the acquisition of an additional Rare Earths resource in Malawi
In early 2011, Lynas completed the acquisition of an additional Rare Earths resource in Malawi For personal use only Key points for Kangankunde (KGK) Purchase price US$4 million plus VAT. Pilot plant completed for gravity concentration process Unassembled gravity separation concentration equip
Slide 13: Letter of Intent signed with Siemens to establish a JV for neodymium-based magnets
Letter of Intent signed with Siemens to establish a JV company for the sustainable production of neodymium-based Rare Earths magnets For personal use only LYNAS AND SIEMENS INTEND TO FORM A JOINT VENTURE FOR MAGNET PRODUCTION LYNAS SIEMENS Magnet technology and Long term supply manufacturing capabil
Slide 14: Note: Competent Person statement
NOTE For personal use only The information in this report that relates to Exploration Results, Mineral Resources or Ore Reserves is based on information compiled by Brendan Shand, who is a member of The Australasian Institute of Mining and Metallurgy. Brendan Shand is an employee of Lynas Corporatio
Slide 15: Lynas 2011 Annual General Meeting
Lynas 2011 Annual General Meeting For personal use only 30/11/2011