
IGO Limited (IIDDY) Q2 2026 Earnings Call Transcript
IGO Limited (IIDDY) Q2 2026 Earnings Call Transcript
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IGO Limited (IIDDY) Q2 2026 Earnings Call Transcript

IGO Limited (IIDDY) Q2 2026 Earnings Call Transcript

IGO Limited (OTCPK:IIDDY) Shareholder/Analyst Call November 18, 2025 8:30 PM EST Company Participants Michael P. Nossal Ivan Vella - CEO, MD & Executive Director Rebecca Gordon - Company Secretary Tracey Arlaud Conference Call Participants John Campbell Peter Richardson Presentation Michael P.

IGO Limited (OTCPK:IIDDY) Q1 2026 Earnings Call October 29, 2025 7:00 PM EDT Company Participants Ivan Vella - CEO, MD & Executive Director Kathleen Bozanic - Chief Financial Officer Conference Call Participants Hugo Nicolaci - Goldman Sachs Group, Inc., Research Division Daniel Morgan - Barrenjoey Markets Pty Limited, Research Division Jonathon Sharp - CLSA Limited, Research Division Matthew Frydman - MST Financial Services Pty Limited, Research Division Timothy Hoff - Canaccord Genuity Corp., Research Division Kaan Peker - RBC Capital Markets, Research Division Levi Spry - UBS Investment Bank, Research Division Mitch Ryan - Jefferies LLC, Research Division Ben Lyons - Jarden Limited, Research Division Austin Yun - Macquarie Research Presentation Operator Thank you for standing by, and welcome to the IGO Limited First Quarter FY '26 Results Call. [Operator Instructions] I would now like to hand the conference over to Mr.

IGO Limited (OTCPK:IPGDF) 1H 2025 Earnings Conference Call February 19, 2025 4:30 PM ET Company Participants Ivan Vella - Managing Director and Chief Executive Officer Kathleen Bozanic - Chief Financial Officer Conference Call Participants Hugo Nicolaci - Goldman Sachs Matthew Frydman - MST Financial Mitch Ryan - Jefferies Rob Stein - Macquarie Tim Hoff - Canaccord Matt Chalmers - BofA Securities Jon Bishop - Jarden Levi Spry - UBS Operator Thank you for standing by, and welcome to the IGO Limited Half Year Results Call. All participants are in a listen-only mode.

IGO Limited (OTCPK:IPGDF) Q4 2025 Earnings Conference Call July 29, 2025 9:00 PM ET Company Participants Ivan Vella - CEO, MD & Director Kathleen Bozanic - Chief Financial Officer Conference Call Participants Austin Yun - Macquarie Research Daniel Morgan - Barrenjoey Markets Pty Limited, Research Division Hugo Nicolaci - Goldman Sachs Group, Inc., Research Division Jonathon Sharp - CLSA Limited, Research Division Levi Spry - UBS Investment Bank, Research Division Matthew Frydman - MST Financial Services Pty Limited, Research Division Rahul Anand - Morgan Stanley, Research Division Timothy Hoff - Canaccord Genuity Corp., Research Division Operator Thank you for standing by, and welcome to the IGO Limited Q4 FY '25 Results Call. [Operator Instructions] I would now like to hand the conference over to Mr.

IGO Limited (OTCPK:IPGDF) Q3 2025 Earnings Conference Call April 29, 2025 8:01 PM ET Company Participants Ivan Vella - Managing Director & Chief Executive Officer Kath Bozanic - Chief Financial Officer Conference Call Participants Hugo Nicolaci - Goldman Sachs Kate McCutcheon - Citi Levi Spry - UBS Jon Bishop - Jarden Daniel Morgan - Barrenjoey Matthew Frydman - MST Rob Stein - Macquarie Tim Hoff - Canaccord Jonathon Sharp - CLSA Operator Thank you for standing by and welcome to the IGO Limited Third Quarter FY '25 Results Call. All participants are in a listen-only mode.

Nickel spot prices were higher the last month. Critical Raw Materials Act: EU funds 47 raw materials projects, includes 12 nickel projects. Nickel market news - Indonesia's nickel boom is forcing its own smelters to shut down. China to add cobalt, copper, nickel & lithium in boost to state metal reserves. Nickel company news - Vale produced 160kt of nickel in 2024, down from 165kt in 2023. Jinchuan Group International Resources issues a negative profit warning.

IGO Limited (OTCPK:IPGDF) Q2 2025 Earnings Conference Call February 19, 2025 4:30 PM ET Company Participants Ivan Vella - Managing Director and Chief Executive Officer Kathleen Bozanic - Chief Financial Officer Conference Call Participants Hugo Nicolaci - Goldman Sachs Matthew Frydman - MST Financial Mitch Ryan - Jefferies Rob Stein - Macquarie Tim Hoff - Canaccord Matt Chalmers - BofA Securities Jon Bishop - Jarden Levi Spry - UBS Operator Thank you for standing by, and welcome to the IGO Limited Half Year Results Call. All participants are in a listen-only mode.

Nickel spot prices were lower the last month. Nickel market news - Nornickel: "Around 40% of all nickel producers are loss-making at the current price." Indonesia is considering policy to reduce nickel mining quota in 2025 to 150kt. Nickel company news - Nornickel nickel production in 2024 decreased 2% to 205 kt. Vale's nickel production was slightly lower in 2024 at ~160kt.

IGO Limited (OTCPK:IPGDF) Q2 2025 Earnings Conference Call January 29, 2025 8:00 PM ET Company Participants Ivan Vella - Managing Director and Chief Executive Officer Kathleen Bozanic - Chief Financial Officer Conference Call Participants Hugo Nicolaci - Goldman Sachs Kate McCutcheon - Citigroup Rahul Anand - Morgan Stanley Levi Spry - UBS Kaan Peker - RBC Capital Markets Daniel Morgan - Barrenjoey Markets Pty Limited Jonathan Sharp - CLSA Matthew Frydman - MST Financial Jon Bishop - Jarden Group Australia Robert Stein - Macquarie Research Operator Thank you for standing by, and welcome to the IGO Limited December Quarter Results Call. All participants are in a listen-only mode.

Nickel spot prices were slightly lower in the last month. Nickel market news - Letter to Congress on price support for US critical minerals. Fast permits if investing $1B in the US. Indonesia weighs deep cuts in nickel mining to boost prices. Nickel company news - Vale informs the Voisey's Bay Mine Expansion project completion. Premium Resources continues to intersect significant lengths of mineralization at Selebi North: 16.80 metres of 2.80% NiEq.

Artemis Resources Ltd (ASX:ARV, AIM:ARV, OTCQB:ARTTF) has appointed mining veteran Julian Hanna as its technical director. Hanna led nickel miner Western Areas from a start-up to its subsequent acquisition twelve years later by IGO (IGO Limited (ASX:IGO)) in June 2022 for A$1 billion after which he joined junior explorer MOD Resources as managing director.

Nickel spot prices were flat the last month. Nickel market news - BMI: Battery nickel demand set to triple by 2030. Nickel surplus are expected to continue over the next few years, prices are expected to remain flat. Nickel company news - Huayou seeks US$2.7 billion loan to fund nickel smelter project with Vale and Ford. GEM, PT Vale Indonesia partner for $1.4bn nickel HPAL project in Indonesia.

Nickel spot prices were lower the last month. Nickel market news - The US government is reportedly examining price support mechanisms for domestic critical mineral projects. US Treasury allows miners to access clean energy manufacturing subsidy. Nickel company news - Eramet revises downwards its 2024 production targets for Comilog and PT Weda Bay Nickel.

IGO Limited (OTCPK:IPGDF) Q1 2025 Results Conference Call October 27, 2024 8:00 PM ET Company Participants Ivan Vella - CEO, MD & Director Kathleen Bozanic - Chief Financial Officer Conference Call Participants Daniel Morgan - Barrenjoey Matthew Frydman - MST Financial Hugo Nicolaci - Goldman Sachs Levi Spry - UBS Tim Hoff - Canaccord Rahul Anand - Morgan Stanley Kate McCutcheon - Citi Kaan Peker - RBC Jon Bishop - Jarden Group Jon Sharp - CLSA Rob Stein - Macquarie Ivan Vella Thank you. Good morning, everyone.

IGO Limited is the only Lithium company in the world making significant cash from its lithium operation with regard to its valuation. The company is highly profitable even in its nickel-copper-cobalt segment. IGO owns one of the biggest mining exploration portfolios in the world with strong copper potential (apart from lithium and nickel).

IGO Limited (OTCPK:IPGDF) Q4 2024 Results Conference Call August 28, 2024 8:00 PM ET Company Participants Ivan Vella - CEO, MD & Director Kathleen Bozanic - Chief Financial Officer Conference Call Participants Hugo Nicolaci - Goldman Sachs Levi Spry - UBS Matthew Frydman - MST Financial Daniel Morgan - Barrenjoey Tim Hoff - Canaccord Jon Bishop - Jarden Rob Stein - Macquarie Ivan Vella Thank you. Good morning, everyone.

IGO Limited (OTCPK:IPGDF) Q4 2024 Earnings Conference Call July 29, 2024 8:00 PM ET Company Participants Ivan Vella - Managing Director and Chief Executive Officer Kathleen Bozanic - Chief Financial Officer Conference Call Participants Rahul Anand - Morgan Stanley Jon Bishop - Jarden Group Australia Kate McCutcheon - Citigroup Global Markets Australia Pty Ltd Hugo Nicolaci - Goldman Sachs Timothy Hoff - Canaccord Genuity Corp. Daniel Morgan - Barrenjoey Markets Pty Limited Kaan Peker - RBC Capital Markets Lyndon Fagan - JPMorgan Chase & Co. Robert Stein - Macquarie Ivan Vella Thank you. Good morning.

IGO Limited (OTCPK:IPGDF) Q3 2024 Earnings Conference Call April 29, 2024 8:00 PM ET Company Participants Ivan Vella - Managing Director & CEO Kathleen Bozanic - CFO Conference Call Participants Hugo Nicolaci - Goldman Sachs Rahul Anand - Morgan Stanley Jon Bishop - Jarden Group Australia Tim Hoff - Canaccord Levi Spry - UBS Robert Stein - Macquarie Kaan Peker - RBC Mitch Ryan - Jefferies Daniel Morgan - Barrenjoey Kate McCutcheon - Citi Matthew Frydman - MST Financial Lyndon Fagan - JP Morgan Ivan Vella Thank you, Ashley. Good morning, everyone, and welcome to our March Quarterly Results Call.