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Ioneer (INR) investor relations material
Ioneer Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.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.
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