Lynas Rare Earths Limited (LYC) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day and thank you for standing by. Welcome to Linus Rare Earth's quarterly results briefing. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you'll need to press star 1 and 1 on your telephone keypad. You will then hear an automated message saying your hand is raised. To withdraw your question, please press star 1 and 1 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Linus Rare-Earth. Please go ahead. Good morning and welcome to our investor briefing for the September quarter of FY26. Today's briefing will be presented by Amanda LaCaze, CEO and Managing Director, and joining Amanda today are Gardin Sturzenegger, CFO, Daniel Havas, VP Strategy and Investor Relations, Chris Jenny, VP Sales and Market Development, and Sarah Leonard, General Counsel and Company Secretary. I'll now hand over to Amanda LaCaze. Please go ahead, Amanda. Thanks, Jen, and good morning, everybody. Thank you all for joining us this morning. And I am sure, because I actually have a sneak preview, that there are many questions. There are many in the queue already, so I will keep my introductory comments relatively short. I expect many of you will want to talk about the various geopolitics. We do live in an interesting world, don't we? But I want to start by talking about our business performance because, you know, we had a strong quarter in terms of business operations. The operating cash flow at about 55 million positive was a really pleasing return to a more – what we would see as a – a better level and we see that, as we look at current market settings, gives us quite a deal of confidence as we mov...