)
Diatreme Resources (DRX) investor relations material
Diatreme Resources Noosa Mining Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic vision and market positioning
Aims to become the world’s largest producer of low iron, high purity silica sand, focusing on photovoltaic specialty glass for solar panels and other applications.
Advancing multiple high-purity, low-iron silica sand projects in Far North Queensland, with a total resource of 501Mt at 99.1% SiO2 and additional exploration targets.
Global demand for photovoltaic glass is growing 5–10% annually, with the market projected to reach US$38.3B by 2033 at a 4.7% CAGR.
Recently acquired Cape Flattery Silica and Metallica Minerals, expanding the project pipeline and consolidating key tenements.
Sale of the Clermont Gold Project to Moonlight Resources unlocks value from non-core assets and provides equity upside.
Project development and milestones
Pre-feasibility study for the Northern Silica Project is underway, with first production targeted for 2027 and further expansion potential.
Major project status granted by the federal government, streamlining permitting and approvals.
Environmental studies and EIS lodgement scheduled for 2H 2025, with public comment early next year and final approvals targeted by year-end 2026.
Offtake MOUs signed with Mitsui & Co. and Flat Glass Group, supporting future sales.
PFS is fully funded, with DFS planning advanced and post-FID financing discussions commenced.
Resource, production, and economic highlights
NSP targets production of 121Mt over 25 years, with initial output of 3Mtpa rising to 5Mtpa, CapEx ~$350 million, pre-tax NPV of A$1.41B, IRR of 33%, and free operating cash >$300 million/year.
Bulk metallurgical testwork confirms high yields (85.6%) and low impurities (sub-100ppm Fe2O3), suitable for solar PV applications.
Mineral Resource Estimate has increased by 513% since 2021, with 68.7% in the Measured category, supporting a long mine life.
Ore Reserves for Galalar and Cape Flattery Silica total 79.5Mt at 99.14% SiO2.
Exploration targets at Casuarina East and West could add 115–275Mt to the resource base.
Next Diatreme Resources earnings date
Next Diatreme Resources 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