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Ioneer (IONR) Earnings Call Presentation
ioneer ioneer (US:IONR)2025-09-04 01:00

Project Economics Improvement - NPV increased by 38% to $1.888 billion due to leach optimization and new mine plan[16] - Levered NPV increased by 33% to $1.998 billion[16] - Average annual revenue is estimated at $575 million over the Life of Mine (LOM)[16] - Average annual Lithium Hydroxide (LiOH) production is projected at 21,900 tonnes per annum (tpa) over the LOM[16] - Average annual Boric Acid production is projected at 68,000 tpa over the LOM[16] - Ore Reserves are estimated at 260 million tonnes[15, 16] Operating Costs and Production - All-in sustaining cash cost (AISC) is estimated at US$5,626 per LCE tonne, placing the project in the bottom quartile of the global lithium cost curve[15] - Reagents account for approximately 49% of the operating expenses (Opex)[22, 37] - The project aims for a stable, secure, long-term supply with 75% of revenue from Lithium and 25% from Boron[48, 50] Project Status and Resources - The project has received its final federal permit and is shovel-ready[15, 27] - A US Department of Energy (DOE) loan of $996 million has been secured[15, 27] - The Mineral Resource is large and expandable, totaling 539,458 ktonnes[29]