PLS Group Limited (PILBF) Discusses P2000 Expansion, Ore Reserve Update and Infrastructure Investments Transcript

SA Transcripts 162.47K Followers Follow PLS Group Limited ( PILBF ) Discusses P2000 Expansion, Ore Reserve Update and Infrastructure Investments October 15, 2026 7:30 PM EDT Company Participants Dale Henderson - MD, CEO & Executive Director Paul Laybourne Alex Willcocks - Chief Financial Officer Brett McFadgen - Chief Operating Officer James Fuller - Manager of IR Conference Call Participants Austin Yun - Macquarie Research Lyndon Fagan - JPMorgan Chase & Co, Research Division Hugo Nicolaci - Goldman Sachs Group, Inc., Research Division Ben Lyons - Jarden Limited, Research Division Kate McCutcheon - BofA Securities, Research Division Matthew Frydman - MST Financial Services Pty Limited, Research Division Thiago Ojea - Citigroup Inc., Research Division Jacob Li - Barrenjoey Markets Pty Limited, Research Division Mitch Ryan - Jefferies LLC, Research Division Matthew Costa - CLSA Limited, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to P2000 Investor Call. [Operator Instructions] Please be advised that today's conference call is being recorded. I would now like to hand the conference over to your first speaker today, Dale Henderson, MD and CEO. Please go ahead. Dale Henderson MD, CEO & Executive Director Thank you, Maggie. Good morning, and good evening. Thank you all for joining us, and apologies for the short delay and kickoff. I'll begin by acknowledging the traditional owners on the lands on which PLS operates, the Whadjuk people of the Noongar Nation here in Perth and the Nyamal and Kariyarra peoples in the Pilbara. We pay our respects to elders, past and present. I'm joined today by Alex Willcocks, our Chief Financial Officer; and Paul Laybourne, our Project Director, with other members of the team here supporting us. Today's announcement marks the next chapter of value creation for PLS. P2000 continues our strategy of unlocking more value from our 100% owned Pilgangoora asset. Improved processing enables us to recover more ore and mine more efficiently, creating a larger, lower-cost operation