)
Leading Edge Materials (LEM) investor relations material
Leading Edge Materials Corporate Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic focus and portfolio
Focuses on critical raw materials, especially heavy rare earth elements (HREEs) and natural graphite, with all assets located in the EU, including 100% owned projects in Sweden and a polymetallic exploration in Romania.
Projects address supply chain vulnerabilities in Europe for key industries such as renewables, e-mobility, and defense.
Leadership team has significant mining and financial experience, with strong insider and Swedish shareholdings.
Norra Kärr HREE project
One of Europe's most advanced HREE projects, targeting dysprosium and terbium for permanent magnets in EVs and wind turbines.
Mining lease decision expected Q4 2025; pre-feasibility study completion targeted for Q1 2026.
2021 PEA estimates 5,341 tpa TREOs, 1,005 tpa MagREOs, 26-year LOM, post-tax NPV (10%) of $762M, IRR 26.3%, and $206M average annual EBITDA.
Project redesign reduced land area by 65%, water demand by 20-30%, and moved chemical processing off-site, enhancing sustainability.
Revenue distribution: 74% REO, with Dy, Nd, Tb, and Pr as key contributors.
Woxna Graphite project
Built and permitted mine and processing plant in Sweden, with flake concentrate production of 10,000+ tpa at >94% Cg, potential to increase to 15,000 tpa.
2021 PEA: post-tax NPV (8%) of $248M, IRR 37.4%, $1,425M revenues, $49M average annual EBITDA, 15-year LOM.
Plant upgrades and new business plan under evaluation to support a potential restart and meet European battery and defense demand.
Woxna's CSPG has 85-90% lower CO2 impact than Chinese alternatives, supporting EU sustainability goals.
Next Leading Edge Materials earnings date
Next Leading Edge Materials earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage