Lynas Uncommon Earths Restricted (LYSDY) This fall 2026 Earnings Name July 21, 2026 9:00 PM EDT
Firm Individuals
Jennifer Parker – Vice President of Company Affairs
Pol Le Roux – Interim Chief Govt Officer
Chris Jenney – Vice President Gross sales & Market Growth
Gaudenz Sturzenegger – Chief Monetary Officer
Convention Name Individuals
Austin Yun – Macquarie Analysis
Chen Jiang – BofA Securities, Analysis Division
Paul Younger – Goldman Sachs Group, Inc., Analysis Division
Rahul Anand – Morgan Stanley, Analysis Division
Jonathon Sharp – JPMorgan Chase & Co, Analysis Division
Daniel Morgan – Barrenjoey Markets Pty Restricted, Analysis Division
Mitch Ryan – Jefferies LLC, Analysis Division
Matthew Hope – Ord Minnett Restricted, Analysis Division
Neal Dingmann – William Blair & Firm L.L.C., Analysis Division
Presentation
Operator
Welcome to Lynas Uncommon Earths June Quarterly Outcomes Briefing. [Operator Instructions]
I’ll now hand over to Lynas.
Jennifer Parker
Vice President of Company Affairs
Good morning, and welcome to the Lynas Uncommon Earths Investor Briefing for the quarter ending June 2026. Right now’s briefing will likely be introduced by Pol Le Roux, Interim CEO. And becoming a member of Pol on the briefing are Gaudenz Sturzenegger, CFO; Chris Jenney, VP, Gross sales and Market Growth; Daniel Havas, VP, Technique and Investor Relations; and Sarah Leonard, Basic Counsel and Firm Secretary.
I am going to now hand over to Pol Le Roux. Please go forward, Pol.
Pol Le Roux
Interim Chief Govt Officer
Thanks, Jen. Good morning, everybody. My identify, that’s Pol Le Roux. And as you in all probability know, I changed Amanda Lacaze as Interim CEO following her retirement at June 30. I am happy to share with you my evaluation of our efficiency on this June quarter ’26. And naturally, I am going to then strive my greatest to reply your questions, if any.
So throughout this quarter, the market continued to be robust and all the shoppers I reconnected with since I took this

