Lindian Resources Limited (ASX:LIN)
0.8250
+0.1275 (18.28%)
Aug 10, 2026, 4:14 PM AEST
Lindian Resources Earnings Call Transcripts
Fiscal Year 2026
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A fully funded rare earths developer is advancing construction at Kangankunde, targeting first production in Q4 and leveraging a world-class resource with low costs and strong offtake agreements. Downstream integration and robust community engagement position it to capitalize on a forecasted supply deficit.
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Acquisition of a fully operational Kazakh rare earth facility enables rapid entry into the MREC market, leveraging Malawi feedstock and government support for a low-cost, ex-China supply chain. The $15M deal, structured as a JV, is expected to deliver strong cash flows, market expansion, and strategic growth.