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Edge29 May 2026
Who You Gonna Call? The Story of Rollins
How Rollins built one of America's most consistent businesses through recurring pest control, trusted local brands, and decades of acquisitions.
Ioneer
Ioneer (INR) investor relations material
Ioneer AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary21 May, 2026
Opening remarks and agenda
Meeting opened virtually with confirmation of quorum, instructions for participation and voting, and a presentation by the Managing Director on 21 May 2026 focusing on project progress, market positioning, and future plans.
Agenda included presentations, formal business, and time for shareholder questions.
Financial performance review
Project NPV is $2.3 billion with a 23.2% levered IRR, based on a $1 billion DOE loan and a 265 million ton ore reserve.
All-in sustaining cash cost for lithium carbonate is $4,628/ton, in the bottom quartile globally due to boron byproduct credits.
U.S. Department of Energy loan of $996 million secured at low interest and long tenor.
Feasibility study and updated economics, including cash flow projections, have been publicly disclosed.
Board and executive committee updates
Board introduced, including Managing Director and Non-Executive Directors.
Directors recommended in favor of all director re-elections and performance rights resolutions.
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Latest events from Ioneer
- Shovel-ready U.S. lithium-boron project with low costs, strong support, and 2029 production target.INR
Investor presentation20 May 2026 - Project NPV up 19% and IRR up 8% after leach optimization, with all permits secured.INRQ2 2026 TU3 May 2026
- US$50M equity raise and full permitting position Rhyolite Ridge for accelerated development.INRQ3 2026 TU3 May 2026
- Improved project economics and secured funding position Rhyolite Ridge for 2026 milestones.INRH2 202622 Mar 2026
- Rhyolite Ridge advances to construction in 2025, with execution and funding risks actively managed.INRAGM 20243 Feb 2026
- NPV up 38% to $1.9B, costs low, permits secured, and expansion plans underway.INRStatus Update16 Dec 2025
- Reserve quadrupled, 95-year mine life, US$996M DOE loan, equity partner search underway.INRInvestor Update21 Nov 2025
- Strong economics, full permits, and strategic partnering set stage for 2029 production.INRAGM 20253 Nov 2025
- Rhyolite Ridge delivers a rare, shovel-ready U.S. lithium-boron project with robust dual revenues.INRInvestor Presentation20 Oct 2025
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