RIU Explorers Conference CEO Presentation
| Stock | Red Hill Minerals Ltd (RHI.ASX) |
|---|---|
| Release Time | 17 Feb 2026, 8:05 a.m. |
| Price Sensitive | Yes |
Dividend-paying explorer and royalty company with growth potential
- Diversified portfolio of royalties and exploration projects
- Proven track record of delivering discoveries and shareholder returns
- Well-funded with ongoing iron ore royalty income
Red Hill Minerals Ltd is a diversified royalty and exploration company with a track record of creating shareholder value. The company has a well-funded balance sheet with $61.3 million in cash as of 31 December 2025 and is receiving an ongoing iron ore royalty stream. Red Hill is actively looking for new projects and royalty opportunities to expand its portfolio. The company has a diversified asset base, including a 0.75% FOB iron ore royalty on the Onslow Iron Project, the 100%-owned Pannawonica Iron Project, and royalty interests in the Sandstone Gold Project and Thomson Intrusive Gold-Copper Project. Red Hill also has a portfolio of high-potential exploration projects in favorable mining jurisdictions, including the Curnamona Earn-In JV, the Broken Hill Project, the Anabama Project, and the West Pilbara Gold & Base Metal Project. The company has a proven team with a track record of making significant discoveries and delivering strong returns to shareholders. Red Hill is focused on systematic exploration to make new discoveries, evaluating and creating opportunities, and monetizing exploration success while retaining royalties. The company has paid $236 million in fully franked dividends to date and has a dividend policy targeting dividends equivalent to 50% of royalty income from the Onslow Iron Project.
Anticipated royalty income from the Onslow Iron Ore Royalty for FY26 is approximately $28.7 million, with the first half FY26 royalty payment received being $14.8 million.
Red Hill Minerals is planning a substantial systematic exploration program in 2026, including further drilling and geophysical surveys at its Curnamona Earn-In JV, Anabama, Broken Hill, and West Pilbara projects. The company will also continue to assess new royalty and exploration opportunities to drive growth.