Delta Lithium (DLI) RIU Explorers Conference 2026 summary

Capital structure and financial position

• Maintains a strong cash position and tight capital structure, with enterprise value just over AUD 100 million and listed investments exceeding that by about AUD 20 million.

• Share registry includes major backers such as Mineral Resources, Idemitsu, Hancock, and Waratah.

• Board has stable composition and strong rapport, with key shareholder representation.

Asset portfolio and resource highlights

• Holds two JORC resources in Western Australia: Yinnetharra and Mount Ida, totaling about 37 million tons of lithium and significant tantalum and rubidium resources.

• Mount Ida is fully permitted, shovel-ready, and features one of the world's highest rubidium resources.

• Ongoing drilling at Mount Ida is supported by Ballard, providing additional exploration data at minimal cost.

Project development and operational synergies

• Mount Ida benefits from existing infrastructure and permits, with opportunities to leverage Ballard's capital expenditure and mining operations.

• Plans to stockpile ore from gold pits and share underground access with Ballard, potentially reducing capital costs.

• Metallurgical work at Mount Ida has produced battery-grade lithium carbonate and high-purity rubidium carbonate.