)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Lake Resources (LKE) investor relations material
Lake Resources Noosa Mining Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Noosa Mining Investor Conference summary13 Nov, 2025
Market trends and industry outlook
Lithium demand is growing rapidly, with the market at 1.5 million tonnes per year and long-term demand expected to nearly double between 2025 and 2035, driven by EV growth and energy storage expansion.
Recent deals, such as POSCO's premium acquisition, signal renewed sector activity and rising valuations.
Barronjoey has raised lithium price forecasts and brought forward the expected market deficit to 2026.
Lithium prices experienced high volatility in Q3 2025, with battery grade lithium carbonate rising 22% and lithium hydroxide up 29% from July to November.
Institutional and strategic interest in lithium assets is increasing, with more parties entering data rooms and seeking offtake.
Regulatory and geopolitical developments
Argentina and the U.S. announced a new trade framework, easing export barriers and opening U.S. offtake and funding opportunities.
Argentina's political environment is improving, attracting major global investors and shifting perceptions of risk, with President Milei’s reforms and US financial support boosting investor confidence.
Over $100 billion in U.S. capital is reportedly waiting to access Argentina, with the new trade agreement seen as a catalyst.
Project status and operational progress
The Kachi project completed its Phase 1 DFS Addendum in August 2025, confirming enhanced economics and operational efficiencies.
Total resource increased to 11.1 Mt LCE, with measured and indicated resources at 8.2 Mt LCE, and ore reserve statement confirming lithium grade of 268 mg/L.
Plant design basis set at 249 mg/L, with a 25 ktpa target plant capacity for Phase 1 and potential for a second plant of equal capacity in future phases.
Exploitation Environmental Impact Assessment (EIA) approval now expected in 2026, following close collaboration with provincial authorities.
Major milestones in 2025 include completion of power supply FEED and ongoing engagement with offtake and strategic partners.
EIA delay impact on FID timeline?
Plan for Lilac Gen 5 tech integration?
Kachi funding strategy beyond 2026?
How does the US-Argentina deal aid funding?
Quantify Lilac tech optimization's OPEX impact
Detail strategy for $400M funding gap
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Lake Resources earnings date
H1 20263 Mar, 2026
Next Lake Resources earnings date
H1 20263 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Lake Resources NL is an Australian clean energy company specializing in the exploration and development of lithium projects. The company focuses on producing high-purity lithium, primarily for use in batteries for electric vehicles, renewable energy storage, and other sustainable technologies. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage