Lynas Rare Earths Limited (LYC) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by. Welcome to Linus 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 need to press star 11 on your telephone. You'll then hear an automated message advising your hand is raised. Please be advised that today's conference is being recorded. I would now like to hand the call over to Linus. Please go ahead. Good morning and welcome to the Linus Reras Investor Briefing for the March 2025 quarter. Today's briefing will be presented by Amanda Lacaze, CEO and Managing Director, and joining Amanda are Gauden Sturzenegger, Chief Financial Officer, Paul Leroux, Chief Operating Officer, Sarah Leonard, General Counsel and Company Secretary, and Daniel Havas, VP Strategy and Investor Relations. I'll now hand over to Amanda to begin the briefing. Please go ahead, Amanda. Good morning everybody. As always thank you for joining us and thank you for being interested in our business which we wake up and think about from the moment we wake up every day but I'm sure is something which is not necessarily you know on your agendas on a daily basis. I guess today everyone will want to talk about the actions of various governments globally and their impact on the market dynamics for the rare earth market rather than some of the more specific actions and developments at Linus. So with that in mind I would just say that most of you who have spoken with me or been at these calls previously would know that as I have said many times before, the most important feature of any business's success is the development of sustainable competitive advantage. Developing sustainable competitive advantage allows the business to sur...