Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — Investor Presentation (February 2021)
9 slides from Lynas Rare Earths's investor presentation, Feb 26, 2021
Slide 1: Lynas Rare Earths 1H21 Results Investor Presentation
LYNAS RARE EARTHS 1H21 Results Investor Presentation 26 February 2021
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Lynas Rare Earths Limited (ABN 27 009 066 and financial position and performance are also forward-looking statements. Forward- 648) (Lynas or the Company) this presentation contains summary information about looking statements, opinions and estimates
Slide 3: Strong results on all financial measures
Strong results on all financial measures 1H 21 1H 20 Movement $m $m $m % Sales ▪ Increased sales revenue 202.5 180.1 22.4 12% Revenue Cost of Sales (150.8) (151.6) 0.8 (1%) ▪ Costs maintained on increased NdPr production EBITDA 80.6 44.2 36.4 82% Net Profit 40.6 3.9 36.7 944% ▪ Approx. $425m equity
Slide 4: Operational Update
Operational Update Production & Sales - Ready for sale NdPr production volume: 2,709t (1H20: 2,512t) - Sales volume: 8,551 REOt (1H20: 7,693t) - Total cost of sales $150.8m, on increased NdPr production (1H20: $151.6m) - NdPr Oxide China Domestic Price (VAT excluded) increased to US$55.5/kg in Decem
Slide 5: Favourable market settings
Favourable market settings ▪ Effect of global megatrends becoming apparent supports continued confidence in market growth Demand for electric vehicles has accelerated Consumer Electronics Global Smart Homes Wind energy capacity market expected to market expected to International Energy growth of 8%
Slide 6: Sustained focus on Zero harm as part of our commitment to ESG
Sustained focus on Zero harm as part of our commitment to ESG Caring for our people Caring for the environment • The 12-month total recordable injury frequency • Environmentally-responsible Rare Earths producer rate as at 31 December 2020 was 1.3 per million by design hours worked (June 2020: 3.5 pe
Slide 7: Lynas 2025 growth vision update
Lynas 2025 growth vision update FOUNDATION KALGOORLIE PROJECT USA PROJECT PROJECT FUNDING • DAWE confirmed not a • Project scope confirmed • Successfully completed controlled action under EPBC with Light Rare Earth (LRE), approx. $425m equity Heavy Rare Earth (HRE) and • Project referral submitted t
Slide 8: Lynas offers exposure to global megatrends & future-facing technologies
Lynas offers exposure to global megatrends & future-facing technologies Investing in Rare Earths provides excellent exposure to global megatrends that will shape economies and consumer behaviour over the next decade - Sustainable mobility - Electronics and industrial automation - Global climate chan
Slide 9: Visit our Investor Centre at LynasRareEarths.com
Visit our Investor Centre at LynasRareEarths.com 9
Lynas Rare Earths — Investor Presentation (February 2021) on 6ix