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Agrimin (AMN) investor relations material
Agrimin Q4 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Acquired 100% interest in the Mount Squires Project, initiating a technical review and stakeholder consultation.
Finalised review of exploration opportunities in West Arunta tenure; no material geophysical anomalies identified.
Continued withdrawal and rehabilitation activities at the Mackay Potash Project, with partial surrender of tenements.
Financial highlights
Cash balance at 30 June 2026 was $1.1 million, down from $1.3 million at 31 March 2026.
Net cash used in operating activities for the quarter was $204,000; investing activities used $24,000.
Estimated quarters of funding available is 4.8 based on current cash and outgoings.
Outlook and guidance
Planning a structured drilling program at Mount Squires, including field validation and community consultation.
Further rehabilitation at Mackay Potash Project scheduled for the next quarter, pending weather and access.
- Strategic exit from Mackay Potash and cost controls yield $1.3M cash, with focus on West Arunta.AMN
Q3 2026 TU20 Apr 2026 - Full impairment of Mackay Potash Project drives $48.7M loss; strategic review near completion.AMN
H2 20252 Apr 2026 - Advanced permitting and technical de-risking for Mackay Potash, with strong SOP market outlook.AMN
H2 202427 Mar 2026 - Withdrew from Mackay Potash Project; cash at $2.3M; focus shifts to West Arunta exploration.AMN
Q2 2026 TU15 Mar 2026 - Net loss narrowed to $907,643 as focus shifts to West Arunta and investment holdings strengthen.AMN
H1 20269 Mar 2026 - Strategic review ongoing, $2.3M cash, 3.73 quarters funding, focus on cost and exploration.AMN
Q1 2026 TU29 Oct 2025 - Mackay Potash Project achieved key technical and regulatory milestones amid strong SOP prices.AMN
Q1 2025 TU13 Jun 2025 - Mackay Potash Project progresses toward FID with strong SOP prices and key approvals underway.AMN
Q4 2024 TU13 Jun 2025 - $46.7 million net loss driven by Mackay Potash Project impairment; strategic review initiated.AMN
H1 20256 Jun 2025
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