Australia · Delayed Price · Currency is AUD Lindian Resources Earnings Call Transcripts
Fiscal Year 2026
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A strategic partnership and long-term offtake agreement with Carester and Japanese partners positions the business for robust growth, with low CapEx, strong government backing, and high payabilities. Operations at Kangankunde and SARECO are advancing rapidly, with significant EBITDA and NPV projections.
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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.