AMG Critical Materials N.V.

Good morning, everyone, and welcome to today's AMG Q2 2026 earnings conference call. At this time, all participants are in a listen-only mode. Later, you have an opportunity to ask questions during a question-and-answer session. You may register to ask a question at any time by pressing the star and 1 on your telephone keypad. Please note this call is being recorded. and I will be standing by if you should need any assistance. It is now my pleasure to turn the conference over to Thomas Swoboda. Please go ahead, sir.

Thank you, Ross. Good day, everyone. Welcome to AMG's second quarter 2026 AMG's call. Joining me on this call is the entire AMG management board, namely Dr. Heinz Schimmelbusch, the Chief Financial Officer, and Mr. Michael Connor, the Chief Corporate Development Officer. We published our second quarter 2026 NM Express release yesterday, along with the presentation for investors, both of which you can find on our website. They include our disclaimers about forward-looking statements. Today's call will begin with a review of the comments on which will surface early morning. Today's call will begin with a review of the second quarter 2026 business highlights by Dr. Schimmelbusch. Mr. Connor will comment on strategy and Mr. Dunckel will comment on AMG's financial results. I think we mixed up the names. The financial results will be commented by Mr. Dunckel. At the completion of Mr. Dunckel's remarks, Dr. Schimmelbusch Thank you, Thomas. Ladies and gentlemen, as we stated last quarter, the price increases from earlier this year have begun to support our adjusted EBITDA. During Q2, we achieved 92 million of adjusted EBITDA

30% more than the 71 million in Q2 2025 and notably more than double our Q1 26 adjusted EBDA of 44 million. We remain optimistic about our ability to benefit from our recent investments as well as the improved lithium market dynamics. While Q2 benefited from very favorable pacing effects, it also clearly shows the earnings and cash generation potential of our platform. As ever, we continue to grow our Critical Materials footprint as demonstrated by our press release from earlier this very week. On Monday, We closed our purchase of Sindwald Lithium, one of the major lithium reserves in Europe. This is a major strategic step in consolidating the critical materials industry in Europe by significantly increasing our resource base. By applying AMG's long-standing experience in mining, refining and certifying critical materials, we will be able to significantly reduce the project's capital requirement and improve its operating cost position while significantly improving its environmental footprint. Another highlight of Q2 was the opening of our new chrome metal production facility in Newcastle, Pennsylvania on June 17. The facility has an annual capacity of up to 6,500 tons of chrome metal, which is deemed a critical material in the U.S. and everywhere else too. Chrome metal enhances the performance, durability and heat resistance of advanced alloys. And when AMG's new high-purity chrome metal facility We are onshoring, and with that facility, we are onshoring the production of a material with significant strategic importance to aerospace and energy. I will now hand over to Mike Connor. Mike.