Syrah Resources Limited (SYR) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by and welcome to the CIRA Resources Q3 quarterly report update. All participants are in a listen-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 Mr. Sean Verner, Managing Director and CEO. Please go ahead. Thank you. Good morning and thanks to everyone for joining us on the call today. With me is our CFO, Steve Wells, and our EGM Strategy and Business Development here in the area. So after a very challenging 12 months, it's great to be able to report on a more productive quarter with a positive BALAMA natural graphite ramp-up of operations following restart, sales, strengthening market conditions for BALAMA finds, and important quality and market fail-wins for the Dahlia business. This morning we'll work through the presentation provided with the quarterly report to update you on the important developments in the quarter and then we'll be happy to answer any questions at the end. So turning to slide three and I wanted to first remind everyone about clear and differentiated investment propositions. Starra is the leading integrated natural graphite and active anode material producer outside China, with the hard-won investment and capability in place, providing a lead time over followers. Vertical integration from mine to end customer offers a secure source of high-quality critical mineral supply outside China. Our unique asset base is OPEX cost competitive with China and leading ex-China, and well placed to generate strong margins over the longer term. Our leading sustainability position, including external assessment, provides full auditability ...