SRHYY - Syrah Resources Limited (SYAAF) Q4 2023 Earnings Call Transcript
2024-01-31 01:36:07 ET
Syrah Resources Limited (SYAAF)
Q4 2023 Earnings Conference Call
January 30, 2024 07:00 PM ET
Company Participants
Shaun Verner - Managing Director and Chief Executive Officer
Stephen Wells - Chief Financial Officer
Conference Call Participants
Mark Fichera - Foster Stockbroking
Dim Ariyasinghe - UBS
Ben Lyons - Jarden Securities Limited
Andrew Harrington - Petra Capital
John Standingford - Private Investor
James Wright - Shaw and Partners
Presentation
Operator
Thank you for standing by, and welcome to the Syrah Resources Limited Q4 Quarterly Results Update Call. All participants are in a listen-only mode. There will be a presentation followed by a question-and-answer session. [Operator Instructions] I would now like to hand the conference over to Shaun Verner, Managing Director and CEO. Please go ahead.
Shaun Verner
Thank you. Good morning, and thanks for joining the call today. With me are Steve Wells, our Chief Financial Officer and Viren Hira, our General Manager of BD and Investor Relations. And we'll use the slide deck we released along with today's report for this call.
On Slide 3, we continue to progress toward our vision of becoming a major integrated anode material supplier to globally significant customers. And today we'll cover both Q4 operating performance and work through our views on how some fundamental geopolitical actions and market developments have pre-positioned and strengthened the strategic value of the Balama and Vidalia assets despite near-term uncertainty.
On Slide 4, we continue to differentiate Syrah from Chinese producers and from development projects by designing and operating sustainability, a key driver from the ground up. And I encourage you to review our quarterly sustainability report, which will be up on our website from later today. We wanted to highlight in particular the safety commitment and performance across the Vidalia project through the last two years, and the commencement of the solar and battery system at Balama as key milestonnees through the quarter, as well as our pursuit of IRMA certification as a first in graphite globally.
Moving to Slide 5, and our Q4 2023 performance. The quarter was marked by the impacts of China's announcements and later implementation of graphite and anode product export license controls. And our activities were focused on understanding and adapting Balama sales and production to that market uncertainty whilst progressing the Vidalia anode material plant commissioning, demobilizing the vast majority of project resources there and continuing to hand over to operations....
Syrah Resources Limited (SYAAF) Q4 2023 Earnings Call Transcript