Paladin Energy Ltd (PALAF) Q3 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by and welcome to the Paladin Energy Limited March 2026 quarterly results call. There will be a presentation followed by a question and answer session. If you wish to ask a question, you will need to press the star key followed by the number 1 on your telephone keypad. I would now like to hand the conference over to Paul Hemborough, MD and CEO. Please go ahead. Good morning everyone and thank you for joining the Paladin Energy's quarterly conference call. With me today is Anna Soto, our Chief Financial Officer, Scott Barber, our Chief Operating Officer, Alex Rybak, our Chief Commercial Officer, and Paolo Raffo, Head of Investor Relations. On the call today, we'll cover a brief overview of the quarter, an update on Langer Heinrich, our FY26 guidance revision, and progress in Canada at Paterson Lake South, and then we'll move into Q&A after that. So a couple of highlights from the quarter. Production at Langer Heinrich. 100mine was 1.79 million pounds for the quarter, up 5% on the prior quarter, supported by strong plant performance. Sales volume was 1.03 million pounds at an average real life price of 68p per pound. We increased the length of 100mine 2026 production guidance to 4.5 to 4.8 million pounds and in Canada we received Saskatchewan government approvals of the TLS EIS and we've also Continued exploration is really focused on the salooning deposit. More specifically at Logan Hydro Mines, mining continues to ramp up with the list freeze and commissioning of the remaining mining fleet completed and activity was heavily focused on the G5. How to mine approval was 6.17 million tonnes, up 12% from the previous quarter, and cross the throughput was 1.21 million tonnes at an average 4 feet grade of 503 ccm. which produced 1.29 million pounds of...