Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — Diggers & Dealers Forum 2023
23 slides from Lynas Rare Earths's conference presentation, Aug 8, 2023
Slide 1: Lynas Rare Earths Limited Diggers & Dealers Forum Presentation
For personal use only Lynas Rare Earths Limited Diggers & Dealers Forum Presentation Kalgoorlie, 8 August 2023
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Lynas Rare Earths Limited (ABN 27 009 066 648) (Lynas as a general guide only and should not be relied upon as an indication or guarantee of future or the Company) this presentation contains summary information about Lynas and its subsidiaries perfor
Slide 3: Acknowledgement of Country
Acknowledgement You will need to of Country For personal use only 1. 2. Lynas xx Rare Earths acknowledges the Traditional Owners of the lands on which we live, work and meet, across Australia. We acknowledge and value Lynas’ Aboriginal and Torres Strait Islander employees, partners and communities a
Slide 4: Rare earths go into the technologies we rely on everyday
Rare earths go into the technologies we rely on everyday For personal use only 4
Slide 5: Mining: the backbone of the Australian economy
Mining: the backbone of the Australian economy For personal use only Contributing almost 10% Supporting over 1.1 million Paying an average salary of the GDP jobs, over 200 sites of $144k $295b in company tax and $59b in company tax and royalties in the 10 years to $24b in royalties FY22 Source: Mine
Slide 6: Safety is the priority across our operations
Safety is the priority across our operations For personal use only 6
Slide 7: We work to minimise effects on the environments in which we operate
We work to minimise effects on the environments in which we operate For personal use only 7
Slide 8: Lynas' performance over the past years
Lynas’ performance over the past 2 years For personal use only 2000 1864 1800 1687 1725 1579 350 1600 1508 1389 1393 1359 1400 300 1255 1200 250 1045 1000 200 800 150 600 100 400 50 200 0 0 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 FY21 FY21 FY22 FY22 FY22 FY22 FY23 FY23 FY23 FY23
Slide 9: Record production in Q4 FY23
Record production in Q4 FY23 TSFs Concentrator For personal use only • Mine progression in four cutbacks Run of mine stockpiles from 2007 to present Current classification of ores: Campaign 4 • High grade ore ranges from 24% to Campaign 3 45% REO Campaign 1 Campaign 2 • Medium grade ore ranges from
Slide 10: Mt Weld Exploration
Mt Weld Exploration For personal use only Exploration area Depths to 200m Mt Weld LOM design 10
Slide 11: Mt Weld exploration programme continuing
Mt Weld exploration programme continuing For personal use only Mt Weld Geologists, Mining Engineers and Metallurgists working together to decipher the clues of the Mt Weld phosphate deposits. Mt Weld Exploration to date: • Completed 97 drill holes, totaling 17,432 metres • Exploration horizon is 200
Slide 12: Mt Weld – Life of Mine Proposal
Mt Weld – Life of Mine Proposal For personal use only • The mineralised area occupies the majority of the tenement area • Sustainability initiatives will be outside the mineralised area 12
Slide 13: Mt Weld – Capacity expansion project
Mt Weld – Capacity expansion project For personal use only 13
Slide 14: Kalgoorlie Rare Earths Processing Facility - final construction and commissioning
Kalgoorlie Rare Earths Processing Facility - final construction and commissioning For personal use only 14
Slide 15: Kalgoorlie Rare Earths Processing Facility
Kalgoorlie Rare Earths Processing Facility For personal use only View the snapshot video via the LynasTV YouTube channel: https://youtu.be/5Ok_SJI7ufc 15
Slide 16: Lynas Malaysia – MREC filter building & dissolution facility
Lynas Malaysia – MREC filter building & dissolution facility For personal use only 16
Slide 17: U.S. Rare Earths Processing Facility
U.S. Rare Earths Processing Facility 2,500- 5,000tpa approx. For personal use only 3,000tpa LRE products approx. Including 1,250tpa HRE products approx. of NdPr US$258 million US$30 million approx. matched grant U.S. DoD grant funding from U.S. funding DoD for LRE plant for HRE plant HRE contract Ju
Slide 18: U.S. Rare Earths Processing Facility site acquired
U.S. Rare Earths Processing Facility site acquired For personal use only 18
Slide 19: For personal use only
For personal use only Mt Weld team participates in Clean Up Australia Day Mt Weld team welcomed Mining Engineering students from Curtin University's WA School of Mines: Minerals, Energy and Chemical Engineering Lynas and the Traditional Owners of Mt Weld, the Nyalpa Pirniku, signed a Social Our Mt W
Slide 20: For personal use only
For personal use only Lynas donated 100 solar light kits to North Kalgoorlie Primary School. The students assemble Lynas Kalgoorlie team with our contracting partners at Indigenous Personnel & Training the lights and then sent to children living in energy poverty through the SolarBuddy program (IPT)
Slide 21: Lynas is delivering on our growth plans
Lynas is delivering on our growth plans Malaysia: New facility to receive MREC from Kalgoorlie For personal use only United States: Texas site acquired, further DoD funding secured, detailed engineering & long lead procurement Kalgoorlie: Mt Weld: Major construction activities Exploration program an
Slide 22: Visit us at LynasRareEarths.com
For personal use only Visit us at LynasRareEarths.com 22
Slide 23: Appendix A: JORC Compliance and Competent Person's Statement
Appendix A: JORC Compliance and Competent Person’s Statement For personal use only Exploration Results The information in this report that relates to the Exploration Results is based on information compiled by Dr Sadangaya Ganesh Bhat. Dr Sadangaya Ganesh Bhat is a full-time employee of Lynas Rare E