Delta Lithium
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Delta Lithium (DLI) investor relations material

Delta Lithium RIU Explorers Conference 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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RIU Explorers Conference 2026 summary19 Feb, 2026

Capital structure and financial position

  • Maintains a strong cash position and tight capital structure, with enterprise value just over AUD 100 million and listed investments exceeding that by about AUD 20 million.

  • Share registry includes major backers such as Mineral Resources, Idemitsu, Hancock, and Waratah.

  • Board has stable composition and strong rapport, with key shareholder representation.

Asset portfolio and resource highlights

  • Holds two JORC resources in Western Australia: Yinnetharra and Mount Ida, totaling about 37 million tons of lithium and significant tantalum and rubidium resources.

  • Mount Ida is fully permitted, shovel-ready, and features one of the world's highest rubidium resources.

  • Ongoing drilling at Mount Ida is supported by Ballard, providing additional exploration data at minimal cost.

Project development and operational synergies

  • Mount Ida benefits from existing infrastructure and permits, with opportunities to leverage Ballard's capital expenditure and mining operations.

  • Plans to stockpile ore from gold pits and share underground access with Ballard, potentially reducing capital costs.

  • Metallurgical work at Mount Ida has produced battery-grade lithium carbonate and high-purity rubidium carbonate.

Mount Ida operational readiness advantages
Rubidium resource strategic value and plans
Yinnetharra resource growth and permitting
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Next Delta Lithium earnings date

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Q2 202611 Mar, 2026
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Frequently asked questions

Delta Lithium Limited is an Australian exploration and development company specializing in lithium-bearing pegmatite deposits located in Western Australia. The company's primary projects include the Mt Ida Lithium Project, Yinnetharra Project, Eureka Gold Project, and Earaheedy Basin. The company is headquartered in Subiaco, Western Australia, and its shares are listed on the ASX.

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