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Impact Minerals (IPT) investor relations material

Impact Minerals Q1 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 2026 TU earnings summary29 Oct, 2025

Executive summary

  • Acquired 80% of Playa One Pty Ltd, securing the Lake Hope High Purity Alumina (HPA) Project and related IP after a successful Pre-Feasibility Study (PFS) confirmed robust project economics.

  • Strategic $4.1 million placement completed to fund HPA ventures, Alluminous investment, and copper exploration at Broken Hill.

  • Entered a joint venture with Kuniko Ltd for the Commonwealth Project, with Kuniko earning up to 70% interest through staged investment.

Financial highlights

  • Lake Hope PFS: Post-tax NPV10 of A$1.165 billion, initial capex A$259 million, opex US$5,860/t (potentially <US$4,500/t with by-product credits), post-tax IRR 47%, payback 2.2 years, 33-year mine life.

  • Cash at September 30th, 2025: $4.96 million.

  • Placement raised A$4 million at A$0.0065 per share, with a 22% discount to 15-day VWAP.

Outlook and guidance

  • Definitive Feasibility Study (DFS) underway for Lake Hope, including pilot plant construction and integration with HiPurA® process.

  • All material assumptions from the PFS remain unchanged and valid.

  • Alluminous is focused on rapid HPA product qualification, customer engagement, and modular commercialisation.

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Frequently asked questions

Impact Minerals Limited is an Australia-based mineral exploration company focused on the discovery and development of precious and battery metals. The company explores for commodities such as nickel, platinum group elements (PGE), gold, copper, and lithium, with projects located in Australia. Impact Minerals is engaged in geological surveys, drilling programs, and resource assessments to advance its mining prospects. Impact Minerals Limited is headquartered in Perth, Australia, and its shares are listed on the Australian Securities Exchange (ASX).

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