BCI Minerals Limited (BCI) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

quarterly update webcast. All participants are in the listen-only mode. There will be a presentation followed by a question and answer session. If you would like to ask a question, you'll need to type your questions into the ask a question box below the webcast frame and click submit. I'd now like to hand the conference over to David Bossoff, Managing Director. Please go ahead. Good morning, everyone, and welcome. I'm David Bossoff, and with me is our CFO, Steve Fierstad. we're pleased to be joining you today for this June quarterly update. Before we get underway, I'd like to highlight that today's presentation should be read in conjunction with our June quarterly report, which is available on BCI's website. As we move through today's session, please feel free to add questions to the chat function and we'll respond to those at the end. It's been a strong quarter for BCI. We've progressed with filling the ponds, commissioned the first crystallizers and made solid progress across construction. Importantly, safety and our community remained at the forefront of everything we do. We are excited about the milestones that demonstrated the momentum we are carrying as we progress towards first revenue. This success is driven by our people and our contract partners who brings our values to life every day. The team has truly exemplified our value of winning as one team, delivering together. We are laser focused on delivering salt production by 2026 and proving up SOP. We're committed to do what we say. SALT is now in full operations and set to deliver $286 million on EBITDA every year. The SOP pilot plant work is also progressing well, targeting $99 million of EBITDA once in full operation. Cape Preston West Port also offers additional upside with potential third-party revenue ...