Lynas Rare Earths Limited (LYC) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by and welcome to the Linus Rare Earths Half Year 2026 results briefing. All participants are in a listen-only mode. There will be a presentation followed by a question and answer session. If you wish to ask a question, you will need to press the star key followed by the number 1 on your telephone keypad. I would now like to hand the conference over to Linus Ray Earth. Please go ahead. Good morning and welcome to the Linus Rieris investor briefing for the half year ending 31 December 2025. Today's briefing will be presented by Amanda Lacaze, CEO and Managing Director and joining Amanda today are Gauden Sturzenegger, CFO, Daniel Havis, VP Strategy and Investor Relations 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 today. I always think that it's a bit funny. You can see me, but I can't see you. But I hope that you're all well and, you know, I'm pleased, you know, incredibly pleased to be able to do this presentation. The first half of FY26 has been one of those sort of half years where we were very busy, but it's really only in retrospect that the scale of what we were able to achieve has been properly illustrated. So I think it will be helpful to really step through the presentation that we launched today. We've got the obligatory disclaimers and we have the important recognition of country. as an operator in Australia, in the mining sector, acknowledging and respecting the traditional owners of the lands on which we live, work and meet across Australia is important. And in particular, acknowledging and valuing our Aboriginal and Torres Strait Islander employees, partners and communities. So in the year ...