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Talisman Mining (TLM) investor relations material
Talisman Mining RRS Summer Series Melbourne summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Corporate Overview and Funding
Four assets: three exploration projects in NSW and SA, and an iron ore royalty in WA fund operations.
188 million shares on issue, non-dilutive since 2021.
Major shareholder with 20% stake, experienced board with past $3.2B exit.
$4.5 million cash and sub-$15 million enterprise value, with no debt as of September 2025.
Receives ongoing revenue from a 1% gross royalty on the Wonmunna Iron Ore Project, totaling $32.8M to date, supporting exploration.
Strategic Positioning and Project Portfolio
Maintains a diversified exploration portfolio across NSW and South Australia, targeting base and precious metals in world-class mineral provinces.
Holds three major projects in the Lachlan and Macquarie Arc (NSW) and the Mabel Creek IOCG Project in the Gawler Craton (SA), with proximity to major mines.
Led by an experienced board and management team with a focus on systematic exploration.
Highly leveraged to exploration success with exposure to multiple commodities and large-scale targets.
Maintains reliable funding through strong cash reserves and royalty streams.
Iron Ore Royalty and Production Outlook
Wonmunna produces 5Mtpa, combined with Iron Valley for 10Mtpa exports via Port Hedland.
Ongoing royalty payments are expected, with a production winddown scheduled for Q3/Q4 FY26 as Lamb Creek comes online.
Exploration and definition drilling at Wonmunna in FY26 aims to expand reserves of low impurity ores.
Wonmunna expected to decline slightly but continue for years with 20Mt resource.
Iron ore royalty from Wonmunna project supports ongoing exploration.
Next Talisman Mining earnings date
Next Talisman Mining earnings date
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