Agrimin (AMN) Q4 2026 TU earnings summary
Event summary combining transcript, slides, and related documents.
Q4 2026 TU earnings summary
26 Jul, 2026Executive summary
Acquired 100% interest in the Mount Squires Project, initiating a technical review and stakeholder consultation.
Finalised review of exploration opportunities in West Arunta tenure; no material geophysical anomalies identified.
Continued withdrawal and rehabilitation activities at the Mackay Potash Project, with partial surrender of tenements.
Financial highlights
Cash balance at 30 June 2026 was $1.1 million, down from $1.3 million at 31 March 2026.
Net cash used in operating activities for the quarter was $204,000; investing activities used $24,000.
Estimated quarters of funding available is 4.8 based on current cash and outgoings.
Outlook and guidance
Planning a structured drilling program at Mount Squires, including field validation and community consultation.
Further rehabilitation at Mackay Potash Project scheduled for the next quarter, pending weather and access.
Latest events from Agrimin
- Strategic exit from Mackay Potash and cost controls yield $1.3M cash, with focus on West Arunta.AMN
Q3 2026 TU - Full impairment of Mackay Potash Project drives $48.7M loss; strategic review near completion.AMN
H2 2025 - Advanced permitting and technical de-risking for Mackay Potash, with strong SOP market outlook.AMN
H2 2024 - Withdrew from Mackay Potash Project; cash at $2.3M; focus shifts to West Arunta exploration.AMN
Q2 2026 TU - Net loss narrowed to $907,643 as focus shifts to West Arunta and investment holdings strengthen.AMN
H1 2026 - Strategic review ongoing, $2.3M cash, 3.73 quarters funding, focus on cost and exploration.AMN
Q1 2026 TU - Mackay Potash Project achieved key technical and regulatory milestones amid strong SOP prices.AMN
Q1 2025 TU - Mackay Potash Project progresses toward FID with strong SOP prices and key approvals underway.AMN
Q4 2024 TU - $46.7 million net loss driven by Mackay Potash Project impairment; strategic review initiated.AMN
H1 2025