Lynas Rare Earths Limited (LYC) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to Linus Rare Earths June quarterly results briefing. Following the formal presentation, there will be a Q&A session. Investors and analysts can ask live audio questions during today's call. To ask a live audio question, press the request to speak button at the top of the broadcast window. The broadcast will be replaced by the audio question screen. Use the dial-in number and access pin provided to ask your question via the phone. Alternatively, for those on a home or personal network, you can ask your question via the web by pressing Join Queue. If prompted, select Allow in the pop-up to grant access to your microphone. If you have any issues using the platform, dial-in details can also be found on the homepage under Asking Audio Questions. Press the Documents icon to see today's files and platform instructions. Select the document to open it. You can still listen to the meeting while you read. I will now hand over to Linus. Good morning and welcome to the Linus Rare Earths Investor Briefing for the quarter ending June 2026. Today's briefing will be presented by Paul LaRue, Interim CEO, and joining Paul on the briefing are Garden Sturtzenegger, CFO, Chris Jenny, VP Sales and Market Development, Daniel Havis, VP Strategy and Investor Relations, and Sarah Leonard, General Counsel and Company Secretary. I'll now hand over to Paul Leroux. Please go ahead, Paul. Thank you, Jen. Good morning, everyone. My name is Paul Leroux. And as you probably know, I replaced Manala Kaz as interim CEO, following her retirement in June 30th. I'm pleased to share with you my analysis of our performance in this June quarter 26. And of course, I will then try my best to answer your questions, if any. So during this quarter, the market continued to be strong and all the customers I ...