E25 Price sensitive 23 Jun 2026, 1:08 PM

EGM presentation

Element 25 Ltd

Element 25 Ltd EGM Presentation Highlights

Key points

  • Element 25's Butcherbird project is a 100% owned manganese mine in Australia
  • Expansion plans target 1.1Mt pa manganese concentrate production
  • Innovative HPMSM technology to supply global markets, including the US
  • Strong financials with 96% IRR and $561M NPV (Pre-Tax, Real)
  • Partnerships with GM, Stellantis, and Nissan Chemical Corporation

Full summary

Element 25 Ltd presented its strategic vision and expansion plans at an Extraordinary General Meeting (EGM) on 23 June 2026. The presentation focused on the Butcherbird Manganese Project in Western Australia, a 100% owned mine with a planned production expansion to 1.1 million tonnes per annum of manganese concentrate. The project is strategically located in a Tier-1 jurisdiction with strong ESG regulations and offers a high-quality manganese concentrate ideal for manganese alloys and battery-grade high-purity manganese sulphate (HPMSM). The company's innovative HPMSM technology aims to supply global markets, including the US, and has strong financials with a 96% Internal Rate of Return (IRR) and a Net Present Value (NPV) of $561 million (Pre-Tax, Real). Element 25 has formed partnerships with major global Original Equipment Manufacturers (OEMs) such as GM, Stellantis, and Nissan Chemical Corporation to enhance its battery raw material supply chains.

Guidance

96% IRR and $561M NPV (Pre-Tax, Real)

Outlook

Element 25 Ltd plans to expand its Butcherbird Manganese Project to 1.1Mt pa manganese concentrate production, with innovative HPMSM technology to supply global markets. The company has strong financials and strategic partnerships to support its growth.

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