Liontown Resources Limited (LTR) Q4 2026 Earnings Call

Investor webinar replay

Meeting Overview The meeting focused on Liontown's FY26 end-of-year results, highlighting the company's financial performance, operational achievements, and future strategic priorities. Key discussions included the successful transition to underground operations, safety performance, sustainability efforts, and plans for growth in FY27. Key Discussion Points - Presentation of FY26 financial results, including record revenue and operating cash flow. - Transition from open pit to 100% underground mining operations at Kathleen Valley. - Safety performance metrics and initiatives to improve workplace safety. - Sustainability achievements, including renewable energy usage and local procurement. - Strategic priorities for FY27, emphasizing disciplined growth and operational stability. Decisions Made - Approval of early works capital for the Kathleen Valley expansion project. - Decision to accelerate development and restart deferred capital projects in response to market conditions. Action ...

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[Speaker identities could not be resolved; generic labels used] [00:01] Speaker 1: Welcome to the Liontown FY26 [00:03] Speaker 1: end of year results call. [00:05] Speaker 1: Following the formal presentation there will be a Q&A session for investors and analysts. [00:11] Speaker 1: Participants can ask both text and live audio questions during today's call. [00:16] Speaker 1: To ask a text question select the messaging icon, type your question in the box towards the top of the screen and press the send button. [00:25] Speaker 1: To ask a live audio question [00:27] Speaker 1: press the request to speak button at the top of the broadcast window. [00:31] Speaker 1: The broadcast will be replaced by the audio questions screen. [00:35] Speaker 1: Use the dial-in number and access pin provided to ask your question via the phone. [00:40] Speaker 1: Alternatively, [00:41] Speaker 1: for those on a home or personal network, you can ask your question via the web by pressing join queue. [00:47] Speaker 1: If prompted, select allow in the pop-up to grant access to your microphone. [00:52] Speaker 1: If you have any issues using the platform, dial in details can also be found on the homepage under asking audio questions. [01:01] Speaker 1: Text questions can be submitted at any time and the audio queue is now open. [01:06] Speaker 1: I'll now hand over [01:08] Speaker 1: to Tony Ottaviano, [01:10] Speaker 1: Managing Director and Chief Executive Officer of Liontown. [01:16] Speaker 2: Thank you Michelle [01:17] Speaker 2: and good morning and thank you for joining us today. [01:21] Speaker 2: With me today is Ryan Hare, our Chief Operating Officer, Greg Jason, our Chief Financial Officer, [01:26] Speaker 2: and Grant Donald, our Chief Commercial Officer, who's based in Perth a...