Lynas Rare Earths Limited · ASX:LYC

Lynas Rare Earths — Lynas — Investor Presentation (October 2003)

42 slides from Lynas Rare Earths's investor presentation, Oct 8, 2003

  1. Slide 1: a a & x Oo w)

    a a 2 2 5 & x Oo w)

  2. Slide 2: Te Le

    ee Te Le CORPORATION EID

  3. Slide 3: Lynas Corporation

    Lynas Corporation Ly ie ae NI ; Te ey ZL 7 ee “4 Ce : : ( L oe Logo ee CORPORATION EID

  4. Slide 4: We Have China Knowledge

  5. Slide 5: CORPORATION EID

    CORPORATION EID

  6. Slide 6: CORPORATION EID

    CORPORATION EID

  7. Slide 7: We Have Advanced Materials

  8. Slide 8: The Mt Weld Rare Earths Deposit Is 100% Owned by Lynas

    THE MT WELD RARE EARTHS DEPOSIT IS 100% OWNED BY LYNAS Mi Weld 850km NE from ig af git ee Location Perth: Map 80km south of Laverton CORPORATION EID

  9. Slide 9: What Are Rare Earths Used For?

  10. Slide 10: Glass, Polishing Powders, Phosphors

    Glass Polishing Powders - Cerium Red Phosphor for colour television (CRT & PDP) - Europium Glass Screens = # | & Bulbs : a oe _ Cerium al een” en j e - Neodymium _ = Yttrium

  11. Slide 11: Tint, Magnets, Capacitors

    (i Tint / : c ee , on . eae "as es oe 2 J. i, Co |. / LD oF 7 2 ) a DO” | - ; : y i a Lo a) ie — o) Ga , eo (NdFeB) i - Neodymium OO] Ceramic Capacitors - Neodymium STi | - Lanthanum a for UV resistant coatings oa ‘Nan’ Powders Le - Cerium Oxide a D

  12. Slide 12: NiMH Batteries, Lighting, Fuel Cells

    NiMH Batteries - Mischmetal Fluorescent Lighting - Europium - Terbium - Dysprosium Fuel Cells - Lanthanum - Cerium - Yttrium

  13. Slide 13: Water Treatment, Catalytic Converters, Coatings

    Water Treatment Reagents - Lanthanum Automotive Catalytic Converters - Lanthanum - Cerium Non-toxic coatings (Lead Replacement) - Yttrium

  14. Slide 14: CORPORATION EID

    CORPORATION EID

  15. Slide 15: Stable Supply & Price

    Stable Supply & Price Long Term Contracts Research & Development Support Global Open Pit Efficient ¥ Low Cost Low Total Cost : . High Grade Production Simple Operation Broad Product Suite High Mining and No Commissioning Risk Environmental Standards CORPORATION EID

  16. Slide 16: CORPORATION EID

    CORPORATION EID

  17. Slide 17: 12.0 917,000 Ss

    12.0 917,000 Ss CORPORATION EID

  18. Slide 18: The Composition of Mt Weld Ore Is a Competitive Advantage

  19. Slide 19: Mt Weld Ore Is Richer Than Baotou Ore

    MT WELD OREIS RICHER’ THAN BAOTOU ORE Grad % RE Rare Earths Element Distreution Wein Distribution lanthanum Oxide = a0, = 4.360 2b 60 08 00 Cerium Oxide Ces03 7.820 45.74 3.00 50.07 Praseodymium Oxide PrO.. 0.930 542 031. 5.10 Neodymium Oxide Nd>Os 3.180 18.62 1,00 16.60 ‘“Samanum Oxide == Seu, 6.42

  20. Slide 20: Composite Price for Mt Weld Rare Earths

    COMPOSITE PRICE FOR MT WELD RARE EARTHS Basic Rare Earth Product Average Price on Mt Weld Distribution (2001 to 2003) -- FOB China CiF US §.32 5.32 Ba 5.1 4.06 3.58 994 3.46 B = = Pa n = 2 ® 3 = a a = in ° a —E 9 eo wo = ad cS rr) o 2 G a Q2 O38 G4 ‘02 "02 ‘02

  21. Slide 21: Average Price for Mt Weld Rare Earths Product Suite in 2003

    AVERAGE PRICE FOR MT WELD RARE EARTHS PRODUCT SUITE IN 2003 Average price for Mt Weld products based on Q3 2003 market prices Lyna FOB China Mit Weld Value added premium Lynas average Bautou metal products: basedonno sales price content 5N, OHs, quota Sept. ‘03 Sept. “03 co-prec required sais

  22. Slide 22: The Ore Will Be Concentrated at Mt Weld

    THE ORE WILL BE CONCENTRATED AT MT WELD Key aspects of concentration Pilot plant commenced in March Location State-of-the-art flotation technology developed which achieved excellent recoveries in bench level tests Flotation plant to be located at mine site: * Reduced transportation costs * Supports

  23. Slide 23: The Simplicity of the Concentration Process Reduces Costs

    THE SIMPLICITY OF THE CONCENTRATION PROCESS REDUCES COSTS < al oe - 2) ~ < 4TONNES CRUSHING PRIMARY. CRUSHING AT MINE - PRE RAIL SECONDARY FLOTATION TONNE CONCENTRATE GRINDING CLASSIFICATION GRINDING FLOTATION {TONNE CONCENTRATE ianeianaanaed DS MAGNETIC. 30 Tories SEPARATION ORE PRIMARY DRYING FLOT

  24. Slide 24: Initially Concentrate Will Be Cracked to Carbonate in China

    INITIALLY CONCENTRATE WILL BE CRACKED TO CARBONATE IN CHINA ... Reasons to initially crack in China To deliver the Mi Weld suite of products to our customers at least 12 months earlier To utilise available cracking capacity with one of our processing partners in China Ability to maintain ownership l

  25. Slide 25: CORPORATION EID

    CORPORATION EID

  26. Slide 26: Carbonate Will Be Separated to Rare Earths Products in China

  27. Slide 27: Separation in China Provides Many Advantages

  28. Slide 28: Our Products Have an International Brand

    OUR PRODUCTS HAVE AN INTERNATIONAL BRAND RareEarthsDirect °

  29. Slide 29: CORPORATION EID

    CORPORATION EID

  30. Slide 30: CORPORATION EID

    CORPORATION EID

  31. Slide 31: CORPORATION EID

    CORPORATION EID

  32. Slide 32: CORPORATION EID

    CORPORATION EID

  33. Slide 33: CORPORATION EID

    CORPORATION EID

  34. Slide 34: CORPORATION EID

    CORPORATION EID

  35. Slide 35: CORPORATION EID

    CORPORATION EID

  36. Slide 36: CORPORATION EID

    CORPORATION EID

  37. Slide 37: CORPORATION EID

    CORPORATION EID

  38. Slide 38: | A yy . ce a

    | A yy . ce a CORPORATION EID

  39. Slide 39: CORPORATION EID

    CORPORATION EID

  40. Slide 40: CORPORATION EID

    CORPORATION EID

  41. Slide 41: CORPORATION EID

    CORPORATION EID

  42. Slide 42: - = ee

    - = ee

Lynas — Investor Presentation (October 2003) on 6ix