MP Materials Investor Conference Presentation Deck slide image

MP Materials Investor Conference Presentation Deck

Reconciliation Net Income to Adjusted EBITDA (in thousands, unaudited) Net income Adjusted for: Depreciation, depletion and amortization Interest expense, net Income tax expense Stock-based compensation expense(¹) Transaction-related, start-up and other non-recurring costs(²) Accretion of asset retirement and environmental obligations Loss (gain) on sale or disposal of long-lived assets (3) Tariff rebate(4) Other income, net Adjusted EBITDA For the three months ended March 31, 2022 85,551 $ 5,260 1,905 27,762 9,773 1,525 418 257 (194) 132,257 $ 2021 For the three months ended December 31, 2021 16,119 $ 6,150 1,154 4,491 5,673 1,058 593 (133) (2,050) (55) 33,000 $ 48,989 4,615 2,487 5,700 8,208 497 595 350 (98) 71,343 1. Principally included in "Selling, general and administrative" within our unaudited Condensed Consolidated Statements of Operations. 2. For the three months ended March 31, 2022, and December 31, 2021, amounts are principally comprised of start-up costs that do not qualify for capitalization, which relate to the restart of our CHP plant as well as certain costs associated with our Stage III initiatives. For the three months ended March 31, 2021, amount relates to advisory, consulting, accounting, and legal expenses incurred in connection with non-recurring transactions. 3. Included in "Selling, general and administrative" within our unaudited Condensed Consolidated Statements of Operations. 4. Represents non-cash revenue recognized in connection with a tariff rebate received relating to product sales from prior periods. 20
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