LYSDY - Lynas Rare Earths Limited (LYSCF) Q3 2024 Earnings Call Transcript

2024-04-24 04:09:11 ET

Lynas Rare Earths Limited (LYSCF)

Q3 2024 Earnings Conference Call

April 23, 2024 08:00 PM ET

Company Participants

Lauren Stutchbury - Corporate Affairs Manager

Amanda Lacaze - CEO and Managing Director

Gaudenz Sturzenegger - CFO

Pol Le Roux - COO

Daniel Havas - VP of Strategy and Investor Relations

Sarah Leonard - General Counsel and Company Secretary

Conference Call Participants

Chen Jiang - Bank of America

Austin Yun - Macquarie

Daniel Morgan - Barrenjoey

Al Harvey - JPMorgan

Paul Young - Goldman Sachs

Reg Spencer - Canaccord

Shannon Sinha - Morgan Stanley

Regan Burrows - Bell Potter Securities

Jonathan Sharp - CLSA

Presentation

Operator

Good day and thank you for standing by. Welcome to Lynas Quarterly Results Briefing. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. [Operator Instructions]. Please be advised that today's conference is being recorded.

I would now like to hand the conference over to Lynas Rare Earths. Thank you. Please go ahead.

Lauren Stutchbury

Good morning, and welcome to the Lynas Rare Earths' Investor Briefing for the quarter ending 31 March 2024. Today the briefing will be presented by Amanda Lacaze, CEO and Managing Director; and joining Amanda is Gaudenz Sturzenegger, CFO; Pol Le Roux, COO; Daniel Havas, VP, Strategy and Investor Relations; and Sarah Leonard, General Counsel and Company Secretary.

I'll now hand over to Amanda. Thanks, Amanda.

Amanda Lacaze

Thanks very much, Lauren. Good morning, everybody. Now I'm told by the people who manage this conference, there are already five questions in the queue. So I will probably keep my remarks very brief, therefore, so that we have plenty of time to deal with those questions. As always, I am certain and that's the reason why you've got lots of questions. You've already read the report, so I don't intend to pick over it in detail, but simply to pick out a few highlights.

As the absolute highlight of the quarter was the production outcomes. As we had disclosed in a half yearly, we had a very successful shot for the last six months of last year. And indeed at last, we have put in a major new facility for the receipt and processing of MREC from our Kalgoorlie facility....

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