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Ioneer (INR) investor relations material
Ioneer H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Transitioned to a calendar year-end, reporting for the six months ended 31 December 2025.
Advanced strategic partnering for the Rhyolite Ridge Lithium-Boron Project, with FID targeted for 2026.
Benefited from US government support for critical minerals, including a $996M DOE loan.
Raised A$72M (US$50M) in equity in February 2026 to accelerate project development.
Financial highlights
Net loss after tax for the six months: $4.07M (vs $9.55M for the prior 12 months).
Operating cash outflows: $3.07M, down 55% from the prior period.
Net cash at period end: $17.86M, down 29% from 30 June 2025.
No dividends declared or paid.
Outlook and guidance
Strategic partnering process expected to conclude in H1 2026.
Updated technical report incorporating improved leach duration due in H1 2026.
Project positioned to benefit from US policy support for domestic critical minerals.
- 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 - Strong economics, full permits, and strategic partnering set stage for 2029 production.INR
AGM 20253 Nov 2025 - Rhyolite Ridge delivers a rare, shovel-ready U.S. lithium-boron project with robust dual revenues.INR
Investor Presentation20 Oct 2025 - Project economics and output improved, with strong cash position and robust market outlook.INR
Q1 2026 TU20 Oct 2025 - Federal permitting, $996M DOE loan, and quadrupled Ore Reserves position the project for construction.INR
H2 202528 Sep 2025 - Ore reserve quadrupled, mine life extended to 95 years, and robust project economics reaffirmed.INR
Q4 2025 TU28 Jul 2025 - Rhyolite Ridge advances toward construction with major permitting, funding, and resource milestones.INR
H2 202413 Jun 2025
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