Igo Ltd (IPGDF) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thanks, Darcy. Good morning, everyone, and thanks for joining us for IGO's June quarter and the wrap-up of financial year 26. I'm joined this morning by Ian Rowe, newly appointed as our interim CFO. He'll be available to cover a few remarks on our finances, but also take some questions at the back end of our opening remarks. The interview was budgeted for some time and noted the business very well. Over the coming months he'll join me for some of our engagements with investors and analysts so you can get to know him better and have a chance to talk through some of the questions around the business. 30 June is always a good point to reflect back on in a central year and we finished with really strong momentum in safety and performance at Nova and a solid quarter at Greenwich's. all resulting in a strong balance sheet. We recognise there's still important challenges for us to work through at Kwinana and obviously a continued focus on Greenbushes as we work to drive towards the full potential of that amazing asset. Obviously the fire in the quarter at Greenbushes was another key event we had to work through. I'll cover more on that later. are ramping up soon. Beyond that, I want to also reflect on what we've achieved. We've really tightened up and simplified our business over the last 12 months. The key transaction we talked about post-quarter sets up Nova for a really good finish. Key message for today is IDEO is simpler, more capable and disciplined business than it was a year ago. We've got some very key areas of strength. and many more who will be using us for the future. On our results summary, there's five key takeaways I wanted to work through for today's results. Firstly, our safety performance has improved materially. That's supported by our visible leadership ...