Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — Lynas — Investor Presentation (February 2006)
13 slides from Lynas Rare Earths's investor presentation, Feb 6, 2006
Slide 1: Media and Broker Briefing
Ci yy Media and Broker Briefing 6 February 2006 Presented by Nicholas Curtis Executive Chairman 5 CORPORATION LTD
Slide 2: p> The information contained in this presentation has been prepared
p> The information contained in this presentation has been prepared using the information available to Lynas Corporation Limited (Lynas) at the time of preparation of the presentation. » For further information about Lynas, you can obtain a copy of all recent ASX announcements made by Lynas at www.
Slide 3: Lynas is an Australian listed company
Lynas is an Australian listed company » Australian « Head Office in Sydney « Our current focus is the Mount Weld Rare Earths resource in Western Australia « The Mount Weld tenements also contain a separate Rare Metals resource including Niobium, Tantalum, Titanium, & Zirconium > Listed on the Austra
Slide 4: Rare Earths applications
Polishing Powders , Cerium’ Phosphor for CRT & PDP sc Europium / Yttrit Terbium / Yttriu Glass Screens Cerium Neodymium Non-toxic coatings (tead'Replacement) _—__ Yttrium? :
Slide 5: Rare Earths have many applications in the automotive industry
Rare Earths have many applications in the automotive industry Toyota Prius Hybrid Vehicte poraaad roe eve . UV cut ee Glass and Mirrors glass Car body primers po ish ing powder * Cerium and anti-corrosive » Cerium “ coatings e Yttrium Diesel Fuel Engine Additive Sensors « Cerium ° YSZ ¢ Lanthanum Ca
Slide 6: Electronics is also a key industry for Rare Earths
... Electronics is also a key industry for Rare Earths In iz ireuit « Ultra high purity Ce polishes silicon Speakers wafer » Nd magnet in PC and Notebook speakers » Nd magnets in headphones of Ipod and MP3 Players NEC Notebook powered by integrated Fuet Cell Screen *« Eu, Th phosphors ~ CRT & PDP .
Slide 7: Our strategy is to develop a transparent, environmentally sound, integrated supply chain
Our strategy is to develop a transparent, environmentally sound, integrated supply chain The Upstream Project Downstream Diverse customer base for 10,500 tpa REO Lanthanum Ttum!- Praseodymium Neodymium Integrated processing Open Cut Mining plant to float, crack and separate REO Solvent extraction se
Slide 8: Lynas has signed a Heads of Agreement with Rhodia
Lynas has signed a Heads of Agreement with Rhodia, a significant consumer of Rare Earths The Rhodia Heads of Agreement goes beyond a standard supply agreement » Rhodia are a major French chemical company with annual sales in excess of US$6.7 billion. The Electronics and Catalysis subsidiary produce
Slide 9: The Rhodia HOA gives Lynas a supply contract as well as access to a separation plant
The Rhodia HOA gives Lynas a supply contract as well as access to a separation plant for LPN The Upstream Project Downstream o Diverse customer base for 10,500 tpa REO Qhodia Solvent extraction separation plant Lanthanum Ttu_um!§- Praseodymium Neodymium Mt Weld, Australia Shandong, China China QRhod
Slide 10: Project funding and detailed design are the next steps to proceed to construction
Project funding and detailed design are the next steps to proceed to construction Rare Earths Project Next Steps » Obtain project finance « HVB mandated for project finance debt « Behre Dolbear completed a favourable preliminary independent review « Introduction of RAB Capital, a London based instit
Slide 11: A 'perfect storm' is brewing in the Rare Earths market
A ‘perfect storm’ is brewing in the Rare Earths market Demand » Existing applications driving sustained growth in Rare Earths demand of 5% - 8% p.a. of 85,000t global market » New applications such as the hybrid vehicle could increase this dramatically; 20% of new car sales are forecast to be hybrid
Slide 12: Conclusions
Conclusions » Rhodia, one of the world’s largest and most knowledgeable Rare Earths consumers have reviewed the Mount Weld project and chosen to partner Lynas » Astrategy of an integrated supply chain from mine to a diversified set of customers can now be implemented for Lynas’ Rare Earths Direct, R
Slide 13: www.lynascorp.com
www.lynascorp.com 43: