)
Iron Road (IRD) investor relations material
Iron Road AGM 2026 presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Capital and project position
At 30 September 2026: 840.2M shares on issue, share price $0.009, market capitalisation $7.6M, cash $1.2M, no debt and enterprise value $6.4M; 40.0M unlisted warrants/performance rights.
Substantial holders represented 39.3% of shares, Board and Management 4.2%, and other investors 56.5%.
Central Eyre Iron Project
The Warramboo Orebody hosts a 3,681 Mt Ore Reserve, described as Australia's largest magnetite Ore Reserve; Federal and State approvals are in place.
Cape Hardy export pathway centres on a 100%-owned, 1,192-ha gulf-front landholding and a proposed multi-user, multi-commodity port with naturally deep water close to shore.
Test work indicates conventional magnetic and gravity separation can produce sinter feed concentrate at 66.63% Fe and DR-grade concentrate at 69.70% Fe.
Cape Hardy renewable energy and hydrogen
Revera Energy proposes local renewable projects to power green hydrogen production and support South Australia's 100% net renewables target; hydrogen could feed pelletised green iron or other commercial offtake.
The activation facility is based on up to 150 MW of renewable energy for up to 50 MW of hydrogen electrolysis; Revera holds a final option over 469 ha for $6.75M, exercisable by 30 June 2027.
The project received Federal Major Project Status in 2024 and a South Australian Renewable Energy Feasibility Permit in early 2026.
- TAU-A drilling commenced; $1.205m cash and a 3.3-quarter estimated runway.IRD
Q1 2027 TU - $96.5M CEIP impairment led to a $98.6M loss; focus shifts to cost control and project optionality.IRD
H2 2026 - Cash reserves at $0.86M with only one quarter of funding available; asset sales and fundraising considered.IRD
Q4 2026 TU - Non-cash CEIP impairment, strong HMS results, TAU-A delay, $1.4M cash, no debt.IRD
Q3 2026 TU - Advanced green hydrogen and desalination projects, but faces funding and going concern risks.IRD
H2 2024 - Maiden FY25 profit of $5.0M on $7.6M milestone payments; net assets now $137.5M.IRD
H2 2025 - $97.4 million loss driven by CEIP impairment and funding uncertainty; cash at $1.77 million.IRD
H1 2026 - $1.8M cash, no debt, stable iron ore prices, and new exploration at Mulgathing advance plans.IRD
Q2 2026 TU - CEIP advances as a major magnetite and green iron project, with critical minerals and hydrogen growth.IRD
AGM 2025 Presentation
Next Iron Road earnings date
Next Iron Road earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)