Logotype for Ioneer Ltd

Ioneer (INR) investor relations material

Ioneer Investor Presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Ioneer Ltd
Investor Presentation summary20 Oct, 2025

Project overview and market context

  • Rhyolite Ridge is a rare, fully permitted lithium-boron project in the U.S. with strong government support and robust economics, including an NPV of $2.0B and a 20.9% IRR (levered).

  • The project is shovel-ready, with off-take agreements and low-cost U.S. government debt, and is positioned as the only construction-ready, DFS-complete boron deposit in the U.S.

  • Boron and lithium are critical for batteries, magnets, semiconductors, and military applications, with boron supply dominated by the U.S. and Turkey.

  • Rhyolite Ridge will produce high-purity lithium carbonate and boric acid onsite, supporting over 300 applications across energy, defense, and technology sectors.

  • Approximately 25% of project revenue is expected from boron, generating $100–200m per year.

Resource and reserve estimates

  • South Basin resource estimate (August 2025): 539.5Mt at 1,417ppm Li and 4,776ppm B, containing 4,067kt Li2CO3 and 14,733kt H3BO3.

  • South Basin ore reserve estimate (August 2025): 260.3Mt at 1,451ppm Li and 5,201ppm B, containing 2,010kt Li2CO3 and 7,742kt H3BO3.

  • Phase 1 operation targets 3Mtpa, with all-in sustaining cash cost of $5,626, placing it in the bottom quartile of the global lithium cost curve.

  • Proven expansion potential exists, with derisked and construction-ready status.

Corporate and financial snapshot

  • As of October 2025, market capitalization is A$566m, with 2.7b shares outstanding and a cash balance of US$21.8m.

  • Shareholder base is diversified across institutional, retail, and corporate investors, with 51.4% of shares held in North America and 34.4% in Australia.

  • Board and management team have significant industry experience, including former executives from Orocobre, Rio Tinto, Dow Chemical, and the energy sector.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Ioneer earnings date

Logotype for Ioneer Ltd
AGM 202531 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Ioneer earnings date

Logotype for Ioneer Ltd
AGM 202531 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, 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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Ioneer Ltd is an Australian mining and development company focused on the production of lithium and boron, essential minerals for the renewable energy and electric vehicle industries. The company’s flagship project, the Rhyolite Ridge Lithium-Boron Project, is located in Nevada, USA, and is designed to supply materials critical for battery production and sustainable technologies. The company is headquartered in Sydney, Australia, and its shares are listed on the Australian Securities Exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • 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.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage