Earnings Call Summary | LYNAS RARE EARTHS LTD(LYSCF.US) Q3 2024 Earnings Conference
Earnings Call Summary | LYNAS RARE EARTHS LTD(LYSCF.US) Q3 2024 Earnings Conference
The following is a summary of the Lynas Rare Earths Limited (LYSCF) Q3 2024 Earnings Call Transcript:
以下是萊納斯稀土有限公司（LYSCF）2024年第三季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Lynas disclosed a financial decision to hold some of the inventory rather than having it appreciating in other people's warehouses.
Capex for the Kalgoorlie facility is anticipated to be around $800 million, higher than the previously projected $730 million.
Revenue numbers saw a change from a net basis to a gross basis last quarter, from $112 million to $136 million to better track and represent market volatility.
A capital expenditure increase was experienced for their Kalgoorlie project due to factors including extended commissioning time and finalizing contracts.
萊納斯透露了一項財務決定，即持有部分庫存，而不是將其增值到其他人的倉庫中。
卡爾古利設施的資本支出預計約爲8億美元，高於先前預計的7.3億美元。
上個季度的收入數字從淨基數變爲總收入，從1.12億美元變爲1.36億美元，以更好地跟蹤和代表市場波動。
由於調試時間延長和合同敲定等因素，他們的卡爾古利項目的資本支出有所增加。
Business Progress:
業務進展：
A major new facility for the receipt and processing of MREC from the Kalgoorlie facility was successfully implemented.
Mount Weld expansion remains on track, expecting a step up in capacity by the end of the calendar year.
The U.S. project got NEPA approval, facilitating progress, with earthworks likely to commence by the end of the year.
A five-year mining contract was awarded to the Carey Group for mining services at Mount Weld.
Short-term plans focus on getting the Kalgoorlie plant fully operational and managing its capacity as cost-efficiently as possible.
Lynas and Northern Rare Earths stand as the only two companies able to produce NdPr potentially profitably at current prices.
In the future, the company expects increased well production due to their investment in facilities that can handle mixed rare earth carbonate.
Despite not having a detailed study for public release at the time of the call about the U.S. refinery project, discussions continue.
Lynas plans to bring online its 12,000-ton per annum capacity by the end of calendar year 2025.
一個用於接收和處理來自卡爾古利設施的MREC的主要新設施已成功建成。
Mount Weld的擴張仍在按計劃進行，預計到本日曆年年底產能將增加。
美國項目獲得了NEPA的批准，促進了進展，土方工程可能在今年年底之前開始。
凱里集團獲得了一份爲期五年的採礦合同，用於在韋爾德山提供採礦服務。
短期計劃側重於使卡爾古利工廠全面投入運營，並儘可能以具有成本效益的方式管理其產能。
Lynas和Northern Rare Earths是僅有的兩家能夠以當前價格生產潛在盈利的NdPR的公司。
該公司預計，由於投資了可以處理混合稀土碳酸鹽的設施，未來油井產量將增加。
儘管在電話會議上沒有關於美國煉油廠項目的詳細研究報告可供公開發布，但討論仍在繼續。
Lynas計劃在2025年日曆年底之前將其年產能12,000噸上線。
More details: LYNAS RARE EARTHS LTD IR
更多詳情： LYNAS 稀土有限公司 IR
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