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Ioneer (INR) investor relations material
Ioneer AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary30 Oct, 2025
Opening remarks and agenda
Meeting opened with confirmation of quorum, instructions for online participation and voting, and a presentation by the Managing Director on 31 October 2025 focusing on project updates and strategic direction.
Agenda included presentations, formal business, and time for shareholder questions.
Financial performance review
Project NPV updated to $2.3 billion with an IRR of 23.2% (levered), and unlevered NPV of $2,237 million at 18% IRR for the current life-of-mine estimate.
Annual revenue projected at $790 million and EBITDA at $563 million for the first 25 years; average annual revenue $563 million and EBITDA $417 million for the life-of-mine.
All-in sustaining cash cost for lithium carbonate at $4,628/ton, placing the project in the lowest global cost quartile.
Board and executive committee updates
Board and executive team introduced, with recognition of their contributions and leadership.
CEO and executive team commended for technical achievements and successful permitting.
Geopolitical factors impacting partner process?
How did leach optimization avoid CapEx increase?
Ioneer's public stance on boron's defense role?
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Q2 202611 Mar, 2026
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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.
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