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Lindian Resources (LIN) investor relations material
Lindian Resources Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary28 Oct, 2025
Executive summary
Final Investment Decision (FID) announced for Stage 1 of the Kangankunde Rare Earths Project, fully funded through to first production in Q4 2026 via a $91.5m institutional placement and a $20m Iluka partnership facility.
Secured a 15-year offtake agreement with Iluka Resources for premium monazite concentrate, aligning with a government-backed downstream supply chain.
Mining licence area expanded from 900ha to 2,500ha, supporting major Stage 2 production expansion and infrastructure.
Early site works at Kangankunde completed on time and on budget, with key infrastructure in place and preparations for full-scale construction underway.
Transitioned to an owner-operator mining model, reducing mining execution costs by ~30% and enhancing operational control.
Leadership team strengthened with the appointment of Zac Komur as Executive Director and Samuel Boachie as Mining Manager.
Financial highlights
Ended the quarter with A$85.1 million in cash, up from A$3.5 million at the start of the period.
Raised A$91.5 million via institutional placement, with strong demand from new and existing investors.
US$20 million construction loan facility secured from Iluka, with interest capitalised during construction and no financial ratio covenants.
Quarterly cash outflows included A$0.4m on exploration, A$1.8m on construction, and A$0.61m in related party payments.
Estimated 20 quarters of funding available at current expenditure rates.
Outlook and guidance
On track for first production at Kangankunde in Q4 2026.
Stage 2 expansion planning underway, with DRA Pacific appointed to study production scenarios of 50,000–100,000 tonnes per annum.
Continued focus on cost efficiency, operational readiness, and stakeholder engagement.
Owner-operator model's capital impact
Stage 2 expansion funding strategy
Iluka offtake pricing mechanism details
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Next Lindian Resources earnings date
H1 202612 Mar, 2026
Next Lindian Resources earnings date
H1 202612 Mar, 2026
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Frequently asked questions
Lindian Resources Limited is an Australian mining and exploration company focused on developing bauxite, rare earth, and gold projects in Africa. The company’s key assets include mineral exploration sites primarily in Guinea and Malawi, with a focus on bauxite deposits as well as rare earth elements essential for high-tech industries. Lindian Resources aims to advance its projects through sustainable practices, working to meet global demand for critical minerals used in manufacturing, technology, and energy sectors. The company is headquartered in Perth, Western Australia, and its shares are listed on the Australian Securities Exchange.
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