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Ioneer (INR) investor relations material
Ioneer Q4 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Signed non-binding MOUs with KIND and Hyundai Engineering to advance Rhyolite Ridge development.
Received a conditional award from the US Army for a long-term land lease to establish a critical mineral processing facility.
Completed a pre-feasibility study confirming the ability to produce battery-grade lithium carbonate.
Maintained strong financial position through strategic partnering and early construction works.
Ongoing engagement with US government and strategic partners.
Significant events and developments
US Army conditional award for land lease at Tooele Army Depot for advanced boron products facility.
Pre-feasibility study for a defence-grade boron carbide plant is 95% complete, report expected Q3 2026.
EcoPro completed its Lithium Clay R&D project with a commercially feasible process flow sheet.
Filed Form F-3 shelf prospectus with SEC to enable future US debt or equity issuance.
Outlook and guidance
Strategic partnering process expected to conclude in Q3 2026.
Final Investment Decision timing to be determined, construction estimated to take 36 months.
Upcoming work includes finalizing agreements with Hyundai Engineering and completing boron carbide plant PFS.
- Shelf registration supports flexible capital raising for a major U.S. lithium-boron project.INR
Registration filing20 Jul 2026 - AGM confirmed strong project outlook, full permitting, and shareholder support for all resolutions.INR
AGM 202622 May 2026 - 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.INR
Q2 2026 TU3 May 2026 - US$50M equity raise and full permitting position Rhyolite Ridge for accelerated development.INR
Q3 2026 TU3 May 2026 - Improved project economics and secured funding position Rhyolite Ridge for 2026 milestones.INR
H2 202622 Mar 2026 - Rhyolite Ridge advances to construction in 2025, with execution and funding risks actively managed.INR
AGM 20243 Feb 2026 - NPV up 38% to $1.9B, costs low, permits secured, and expansion plans underway.INR
Status Update16 Dec 2025 - Reserve quadrupled, 95-year mine life, US$996M DOE loan, equity partner search underway.INR
Investor Update21 Nov 2025
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