Lynas Rare Earths Limited (LYSCF) Q2 2024 Earnings Call Transcript


Lynas Rare Earths Limited (OTCPK:LYSCF) Q2 2024 Results Conference Call January 21, 2024 6:00 PM ET

Company Participants

Jennifer Parker – VP Corporate Affairs

Amanda Lacaze – CEO

Gaudenz Sturzenegger – CFO

Pol Le Roux – COO

Daniel Havas – VP Strategy & Investor Relations

Sarah Leonard – General Counsel & Company Secretary

Conference Call Participants

Chen Jiang – Bank of America

Daniel Morgan – Barrenjoey

Austin Yun – Macquarie

Al Harvey – JP Morgan

David Deckelbaum – TD. Cowen

Dim Ariyasinghe – UBS

Paul Young – Goldman Sachs


Good day, and thank you for standing by. Welcome to Lynas’ Quarterly Results Briefing Conference Call. [Operator Instructions] Please be advised that today’s conference will be recorded. I would now like to hand the conference over to Lynas. Please go ahead.

Jennifer Parker

Good morning, and welcome to the Lynas Rare Earths investor briefing for the quarter ending December 31, 2023. Today’s briefing will be presented by Amanda Lacaze, CEO and Managing Director; and joining Amanda are 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. Please go ahead, Amanda.

Amanda Lacaze

Thanks, Jen, Good morning, everybody. For those of you who are on the East Coast of Australia or indeed, even the West Coast in the top half, I hope that you’re staying healthy during this incredible heat wave that we’ve got just at present. For those of you who are in cooler climates, I trust you’re enjoying it.

This quarter which has just passed has been a very productive one for our business. About midway through the quarter, we received the very welcome news that our Malaysian license had been varied so that the conditions which were quite difficult for us


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