Linus Randolph
Host
Replay available
Lynas Rare Earths Limited (ASX: LYC) Q4 2025 earnings conference call, held 2025-07-24. Replay captured from the company's public earnings webcast.

Host
CEO & Managing Director
Analyst, Baron Joey
Analyst, Morgan Stanley
Analyst, Goldman Sachs
Analyst, Bank of America
Analyst, TD Cowen
Analyst, CLSA
Watch the replay and follow the connected company analysis, news, and investor updates for Lynas Rare Earths Limited.
WEBVTT 00:00:00.757 -- 00:00:06.485 Today, and thank you for standing by, welcome to Linus quarterly results investor briefing. 00:00:06.485 -- 00:00:09.669 At this time, all participants are in the listen-only mode. 00:00:09.669 -- 00:00:13.334 After the speaker's presentation, there will be a question and answer session. 00:00:13.334 -- 00:00:17.739 To ask a question during the session, you need to press star 11 on your telephone. 00:00:17.739 -- 00:00:21.524 You'll then hear a message advising your hand is raised. 00:00:21.524 -- 00:00:24.068 Briefly advise that today's conference is being recorded. 00:00:24.068 -- 00:00:28.871 I would now like to hand the call over to Linus Randolph. 00:00:29.005 -- 00:00:34.411 Good morning and welcome to the Linus Rare Earth Investor Briefing for the June 2025 00:00:34.411 -- 00:00:39.797 quarter. Today's briefing will be presented by Amanda LaCasse, CEO and Managing 00:00:39.797 -- 00:00:45.022 Director. And joining Amanda today is Gaden Sertzenegger, Chief Financial 00:00:45.022 -- 00:00:50.549 Officer, Sarah Leonard, General Counsel and Company Secretary, Daniel Havas, 00:00:50.549 -- 00:00:55.654 VP Strategy and Investor Relations, and Chris Jenny, VP Sales and 00:00:55.654 -- 00:01:01.428 Market Development. I'll now hand over to Amanda to commence the briefing. 00:01:01.470 -- 00:01:06.376 Good morning, everybody. I'm told that we've already got lots of people in the queue 00:01:06.376 -- 00:01:11.962 for questions, so I will keep my opening remarks relatively 00:01:11.962 -- 00:01:17.589 short because I did get some feedback from somebody that, you know, they felt 00:01:17.589 -- 00:01:21.834 that we never had quite enough time to cover all the questions. 00:01:21.834 -- 00:01:27.427 Having said that, having thought a bi...