Global Lithium Resources (GL1) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
1 Mar, 2026Investment highlights
51.6Mt @ 1.0% Li₂O mineral resource and 19.4Mt @ 0.91% Li₂O reserve, with 64% indicated resource.
Strategic location 100km east of Kalgoorlie, with developed infrastructure and utilities.
Robust DFS economics: post-tax NPV8 of $472m, 25.7% IRR, 3.5-year payback, and 14.3-year mine life.
Mining lease granted August 2025, with remaining permits expected soon.
Offtake agreements in place with major shareholder; advanced discussions for remaining offtake.
Corporate overview
Market capitalization of A$139m and share price of A$0.53 as of February 2026.
262.96m shares on issue and A$20m cash as of December 2025.
Major shareholders include Mineral Resources (10%), Canmax (9.6%), Sincerity Development (6.9%), and Yongfang Guo (6.3%).
Board and management have extensive mining and business experience.
Project portfolio
100% owned Manna Lithium Project: 51.6Mt @ 1.0% Li₂O resource, 19.4Mt @ 0.91% Li₂O reserve.
100% owned Marble Bar Lithium Project: 18.0Mt @ 1.0% Li₂O resource.
13.8% equity in Marble Bar Gold Project, prospective for gold and base metals.
Latest events from Global Lithium Resources
- Returned to profitability and advanced lithium project milestones, boosting cash and strategic focus.GL1
H1 202615 Mar 2026 - Manna Lithium Project advanced with key agreements; cash reserves rise to $21.46m after asset sale.GL1
Q1 2026 TU30 Oct 2025 - Net loss narrowed, Manna DFS advanced, and key agreements secured amid lithium market downturn.GL1
H2 202528 Sep 2025 - Progressed Manna DFS, cut costs, and secured 11.4 quarters of funding with $16M cash.GL1
Q4 2025 TU27 Jul 2025 - DFS activities resumed at Manna, with $17.5M cash and 13.5 quarters of funding available.GL1
Q3 2025 TU15 Jun 2025 - Net loss of $4.37M, Manna resource up 43%, and cost cuts amid lithium market weakness.GL1
H2 202413 Jun 2025 - Manna resource extended, DFS testwork completed, and cost cuts enacted as lithium market weakens.GL1
Q1 2025 TU13 Jun 2025 - Manna resource grows 43% to 51.6Mt, with DFS and key approvals on track for 2024.GL1
Investor Presentation13 Jun 2025 - Manna Lithium resource up 43% to 51.6Mt; DFS and permitting progress support 2025 growth.GL1
Q4 2024 TU13 Jun 2025