Lynas Rare Earths Limited (LYC) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Today, and thank you for standing by, welcome to Linus quarterly results investor briefing. At this time, all participants are in the 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 a message advising your hand is raised. Briefly advise that today's conference is being recorded. I would now like to hand the call over to Linus Randolph. Good morning and welcome to the Linus Rare Earth Investor Briefing for the June 2025 quarter. Today's briefing will be presented by Amanda LaCasse, CEO and Managing Director. And joining Amanda today is Gaden Sertzenegger, Chief Financial Officer, Sarah Leonard, General Counsel and Company Secretary, Daniel Havas, VP Strategy and Investor Relations, and Chris Jenny, VP Sales and Market Development. I'll now hand over to Amanda to commence the briefing. Good morning, everybody. I'm told that we've already got lots of people in the queue for questions, so I will keep my opening remarks relatively short because I did get some feedback from somebody that, you know, they felt that we never had quite enough time to cover all the questions. Having said that, having thought a bit about some of the questions you might ask, For those of you who are aficionados of Insiders on Sunday mornings on the ABC, you might find that, you know, I have borrowed on some of the language that the politicians often use there, which is, oh, well, I would not be using Insiders on Sunday morning to announce new policy. But we'll see as we go in terms of the questions. We are very pleased to deliver this report for the final quarter of FY25 because it does mark the delivery of a number of, as we call them, firsts, but c...