Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — International Rare Earths Conference Hong Kong (October 2004)
25 slides from Lynas Rare Earths's conference presentation, Oct 26, 2004
Slide 1: Building a fully integrated Rare Earths supply chain
ii a Building: a fully integrated Rare Earths ee chain 4 nae a
Slide 2: Sas
Sas — — < eo oe — — rr oe — i. —— oR RR Oe ee - — - oS — . —. ee oe ee ee EASE SUE NE CONSE IS _ =| co oo — Sees < . Se — ae rr Ee Sos = So : - =. oo < . . So Ly _ SO rss st os . i = ee SS So F&F - oe So Se = - : — oo. Oe cs — “os Ss s S — oe -— GB. — — — . . So . — — — . oo < . So . ss i SO = — oe
Slide 3: oS oo
_ 2. : — oo = : = Se — —— = = oS oo Ce : ——— Ce — - oe : Se - oe ss : —— . co oe Se — — | — a So ee : : : : ‘ : ~ ee to : : oo — — — — ~~ Mo Ss fF Oo oe So. — yo re _ Ve yee SS — ee : oo | —— : — oe
Slide 4: Fe ee
Fe ee | =. . oo — oo 2 — oo — — — = So a SOS — Ss _. a — oo. — fo — . — — -< — Re Oe oO — oo . — — oS re ee a SO —— . — — ee ao oO . | — - — oo — oO — oo . : : — - — oo — — : — —— ————i—— ss oC ee _
Slide 5: . — Oo i — : =. . co — . : : >.
. — Oo i — : =. . co — . : : >. . . = - oo . : -— = Ss oO — SRR _ —— SS . OO — oo = — SOR +. | ee re eo . | — a a - = ee — - — oo = : — a oo [eo oo : — — — oo. ee — Co ee fe = | — oe ce. — Oe eo — Pe . : a . - ——rti—i<‘iOOC— CC — —— —<“i—O—O—O—O—O—~—~—~—~—~—~—~—~—~—O—C oO — S : : oo oe . — < - . ..
Slide 6: eo - cS
eo - cS : — - Se | — _ — oo oo — — — : — Se - oo _ _ oo | Re — oo a So Se og te : oe — oo . oo q : : — - — — — S| —— . a . — —— ee << - — eo — oe — — — — = : OE | es - a bo — - — se . =
Slide 7: RS OO
RS OO oo — — OO se ss oo — - OO — ss Oe oo. — —. — oo . oe : . — — - 2 SS . — SS - — ss — co 6 oe = = — ee oO rr Pe oo Oe oe a — a oo oo — oe = oe —- oo 3 - Oe — — : oo ee .. . a — — es — : a =n
Slide 8: — Se — SS
— Se — SS — ee rr ee — —. . — ss -. ———esC — So — oe — oe a ee sis — : =. re i =e —- oe a = oo oo “ - - rr a — oo oe — ee . — _ - oe _ : — — _ . oo < : — — — : . —r——e — ee iss Po — a Cee AO : - < 2 S — ‘ — oO : . < oe — —— _ oo oe rr — OO oe - ee re SOS . = oo << RG q So
Slide 9: -— - rts:
. -— . ——“ . —=—s— -— - rts: i 3 =. —=—=————rts—U.CiCS — oO — oe = oo — 8 oo oo ‘ S ~~ ee - as — oe OO —“‘i—i—<—<—i—i‘C iO = _ ——“( iC — ———e—‘—O___ — r——~—“OCOC~S oo oo. : . | «= : — . — Oo <= aS x . oe oo oe - : : : . : Re ae x oo. a a - — a fe a = : - — Sc — _ — = : — . : so a - — — — — — r — | ~
Slide 10: So oe oo — — | — . — _ _ oO — Ss
So oe oo — — | — . — _ _ oO — Ss Ce oS oe cc oo oo — = — = tj oe Ro - - — eG = : oe | ee Pe | se Oe oo So -— = =— 5 = © ‘ a rrr— —‘_O_ eee eee —. = oe _ ee : . — — ao oO . — oO oo. ee oS — rr So — — — — — — oo oe _
Slide 11: Reality – Central Government Attitude is Clear
Slide 12: cor a
Pe cor a 2 _ = Co oe os : SS BS SES — ~ — — ss oe So So oo — ss —. — - = - a. oe : a OO - Sc SO OO oe . — — se Ss Ss . — | — — — : — se 2 — — a — — | ae _ coe - — : | — oo oo
Slide 13: a oe . ee - . - — | - : oo — oo
a oe . ee - . - — | - : oo — oo Pe . eo Cee rise — < oo ee = — a : a —————CB eee SO ee oe : : — oO oe : oe oo : . : a - ee — Oe se — — oS = So — a oe : _ : oe oo — : ee ee a — = : : er - | r—="N ee : — == : . oo — Q = : oo 4 : — — oo. — — re OO rs rr RE a — ee —— = — ss — — ee oe — — . —.. ee — _ si
Slide 14: — - a : — — ~~ — - . ee — : oo
— - a : — — ~~ — - . ee — : oo a — : : = - oa 2 : oo. Se oo Se —— Soo : a —— So — —— : — oo — oo oo oe . : . -. Se : — — — : : : — Oe oe — os = | — _ oe oe - - - oe — . oo. - . - . — — — . — se : — ee : Se 2 — ee : — _ —.. ee oe oo . — oo Oo Se - Ce ~~ _ : — rr—s——<“‘i‘“‘“‘i‘i‘i‘i| ee oC | —
Slide 15: Sey
—— ———“‘(CR Sey a | oe — — | oo — = : co — oe Pe oo - — : : — : SS Ss SS ~ < Se oo oo . to — < Z — — co Se . fC : _— Rene owe . — oo =< —— oe — . — Se —. oS SS _ —— = oe — _. oo oo ee Roe — 4 —
Slide 16: a SO So oe oo co Se SUR oe — < . = oe
a SO So oe oo co Se SUR oe — 2 < . = oe — c. Re So : oo es = © . oO SE oS — | Poo ce oo oo —— - Oo — . : ‘ : — : — — — . -— Ge — oe : Po S x : TF ——“——O—s—s—s—s—s_S . rts : : : a r——<“—e————“‘<‘<i‘ ‘C(‘(C(R#R;‘(C(CRRRR CG
Slide 17: Central Lanthanide Deposit
Central Lanthanide Deposi a ~ REO eu off).
Slide 18: Key aspects of mining operation
/ Key aspects of mining operation Mi Weld ultimate pit Comminution Le Oreway ae
Slide 19: Proposed Rare Earths Mine
WEST SECTOR COORS | SECTOR Proposed Bars Earths Mine ANCHOR: SECTOR Legend , Carbonatite Alteration done Rara Metal Resources | * Niobium: * Taniahin + Fitenaart * Rare Earths * Zirconium MGAR4 (Zane St)
Slide 20: Technical feasibility for the production of Rare Earths
___ technical feasi ity ae for _ ___ the production of Rare Earths oe a S Weld Lynas’ concentration process oS oo A pilot. pani has | completed achieving a ey _ State process fecovery for the Rare Earths oxide of 63% at _
Slide 21: centrate will be.
centrate will be. al a purpose built facil ity | hina | oo Chinese. design ee has completed engineering study _ for a cracking and initial =? on H plant 2 | China > The. process flow sheet has _been tailored to offer flexibility Our ou suite ee ensure —
Slide 22: i a
i a
Slide 23: severe! ee none ip
severe! ee none ip a that could either
Slide 24: . oe — — oe
; — of oo . . — — — oo : —. . oe — — oe Sr — — - r——r—Ostsi<“‘“‘<‘<‘i<(<i‘<‘i‘i‘“CO .. ee ———— ee ee : rr——“_OOOCOCissS | ‘ ao .. — — — — ee | — rrr—r——r—Ci 8 — - — sr Oo — . : . — BON —. —— er si a ——— — —‘OOOsOt—~sts~—“‘<‘<i<i<i<i<i‘C;RSSSC‘( (‘ ‘“:;R:. — - oe ee — — : ss S ~~ oo —e. — — OS ee ss
Slide 25: Poised to develop an important and strategic project
is truly poised to devel ; irtant and strategic project — b - _the world’s only full tegrated Rare Earths _ supply system from: ne ie customer | | RareEarthsDirect®
Lynas Rare Earths — International Rare Earths Conference Hong Kong (October 2004) on 6ix