Paladin Energy Ltd (PALAF) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by and welcome to the Paladin Energy Ltd June 2026 quarterly results call. All participants are in illicit only mode. 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 one on your telephone keypad. I would now like to hand the conference over to Paul Hembrough, CEO. Please go ahead. Good morning everybody and thank you for joining us today. I have Anna Sutlow, our CFO, with me this morning and on the line we also have Scott Barber, our COO, and Alex Ryder, our Chief Commercial Officer. There are two areas I want to cover today on the call. First I'll take you through the June call lead results and the key achievements from FY26 and then I'll move into the FY27 guidance for Langer Hymery, which builds directly from the operating platform we established throughout this last year. At a high level, FY2026 was about transforming Langa Heinrich from a restart project into a stable operating uranium mine while laying the foundation for our next phase of growth through Patterson Lakes down. I'm completely pleased to report that we successfully completed the ramp-up of Langa Heinrich mine during the quarter. This is a commitment we made to shareholders. We've now delivered on that commitment. For the June quarter, production was 1.23 million pounds of E308, bringing full-year production to 4.82 million pounds right at the upper end of our revised 2026 production guidance range. Sales were strong. We sold 1.35 million pounds during the quarter and 4.35 million pounds for the full year, exceeding the top end of our guidance range. Operationally, the business continued to improve throughout the year. total mine material increased steadily and rea...