Energy Fuels (NYSEAM:UUUU) Q3 2025 Earnings Call November 04, 2025 11:00 AM ET Company ParticipantsRoss Bhappu - PresidentMark Chalmers - CEO and DirectorNone - NarratorNathan Longenecker - SVP and General CounselConference Call ParticipantsTatiana Lauder - AnalystHeiko Ihle - AnalystNone - AnalystNick Giles - Senior Research AnalystJoseph Reagor - Managing Director and Senior Research AnalystOperatorThank you for standing by. My name is Eric, and I will be your conference operator today. At this time, I wo ...

Business Overview and Strategy - Lynas Rare Earths operates in a growing and dynamic market, expecting government initiatives to expand the rare earths industry[19] - The company is focused on consolidating performance and optimizing returns from its 2025 capital investments[54] - Lynas is pursuing a "Towards 2030" strategy with growth pillars including adding resources and scale, increasing downstream capacity, and expanding into the outside China metal and magnet supply chain[55] Production and Capacity - Mt Weld operations have expanded, increasing processing capacity to support 12ktpa NdPr finished product[41] - The Kalgoorlie Rare Earths Processing Facility has a nameplate capacity to produce MREC to support 9.0ktpa NdPr finished product[43] - Lynas Malaysia has expanded its Solvent Extraction and Product Finishing uplift to 10.5kt p.a nameplate capacity[46] Financial Performance - Lynas released FY25 results and launched "Towards 2030" strategy, completing a $750 million equity raising[31] - Lynas achieved record NdPr production in the June quarter, reaching 2,080 tonnes[46] - Lynas' Net Profit After Tax (NPAT) for FY25 was A$8 million[35] Market Dynamics - Forecast demand for rare earths is strong, particularly for magnet demand in future-facing technologies[25, 29] - Customers are increasingly aware of the risks of concentrated supply chains and are taking action[23]