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Impact Minerals Limited
(Sydney:IPT)
Impact Minerals Limited (IPT) vs. iShares MSCI Australia ETF (EWA)
Impact Minerals Limited Business Overview & Revenue Model
Impact Minerals Limited Financial Statement Overview
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 0.00 | 0.00 | 115.90K | 76.23K | 114.86K | 15.63K |
| Gross Profit | -110.73K | -108.53K | 115.90K | 49.41K | 3.51K | -23.44K |
| EBITDA | -7.77M | -9.24M | -7.00M | -6.51M | -2.63M | -4.82M |
| Net Income | -9.89M | -9.02M | -6.75M | -5.78M | -2.40M | -4.76M |
Balance Sheet | ||||||
| Total Assets | 13.67M | 12.19M | 15.89M | 18.47M | 19.20M | 16.02M |
| Cash, Cash Equivalents and Short-Term Investments | 3.38M | 2.45M | 3.42M | 4.69M | 3.82M | 3.44M |
| Total Debt | 278.36K | 323.13K | 401.50K | 449.60K | 0.00 | 0.00 |
| Total Liabilities | 690.13K | 777.61K | 901.26K | 1.05M | 643.75K | 390.32K |
| Stockholders Equity | 12.98M | 11.41M | 14.98M | 17.42M | 18.56M | 15.63M |
Cash Flow | ||||||
| Free Cash Flow | -2.05M | -1.41M | -4.74M | -3.13M | -4.50M | -5.69M |
| Operating Cash Flow | -2.03M | -1.38M | -1.40M | 140.88K | -739.24K | -817.80K |
| Investing Cash Flow | -5.28M | -4.16M | -3.34M | -3.22M | -3.55M | -4.97M |
| Financing Cash Flow | 8.43M | 4.57M | 3.47M | 3.96M | 4.69M | 6.77M |
Impact Minerals Limited Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
52 Neutral | AU$72.17M | -15.76 | -16.95% | ― | ― | 76.36% | |
49 Neutral | AU$28.94M | -1.54 | -75.31% | ― | ― | -22.07% | |
48 Neutral | AU$20.61M | -24.16 | -108.69% | ― | ― | 36.67% | |
47 Neutral | AU$25.56M | -5.03 | -18.09% | ― | ― | 55.56% | |
45 Neutral | AU$48.35M | -4.47 | -9.34% | ― | ― | 18.92% | |
44 Neutral | AU$43.60M | -9.34 | -8.15% | ― | ― | 88.57% |
Impact Minerals Limited Corporate Events
Impact Minerals is advancing its Lake Hope–Salmon Gums holdings into a potential multi-commodity industrial minerals hub, anchored by its Lake Hope High Purity Alumina project and a new potash-and-acid opportunity. The company’s 80% interest in the Salmon Gums Project positions it close to Western Australia’s Wheatbelt farming region and the Eastern Goldfields mining district, where local demand for fertiliser and industrial acid is significant.
Reconnaissance drilling on the Kumarl tenement within the Salmon Gums Project has identified two small lakes hosting substantial high-grade sulphate clay deposits, with an exploration target of 3.8 to 4.3 million tonnes of clay containing 1.4 to 1.7 million tonnes of sulphate of potash. These conceptual targets, together with indications of broader sulphate clay potential across nearby lakes, underpin a Scoping Study now under way to assess the technical and commercial viability of producing sulphate of potash fertiliser and hydrochloric acid, a move that could support long-term local supply amid tightening global fertiliser exports from China.
The most recent analyst rating on (AU:IPT) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on Impact Minerals Limited stock, see the AU:IPT Stock Forecast page.
Impact Minerals Limited has released its half-year financial report for the period ended 31 December 2025, detailing its consolidated profit or loss, financial position, changes in equity and cash flows. The report also includes the directors’ report, auditor’s independence declaration, notes to the accounts and an independent auditor’s review, providing stakeholders with an overview of the company’s interim financial performance and governance disclosures.
While the document is largely structural and formal, it signals the company’s ongoing compliance with periodic reporting obligations and transparency requirements in the Australian market. Investors and other stakeholders can use the half-year figures and accompanying commentary to assess Impact Minerals’ financial health, capital position and progress across its exploration and development activities during the six-month period.
The most recent analyst rating on (AU:IPT) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on Impact Minerals Limited stock, see the AU:IPT Stock Forecast page.
Impact Minerals Limited reported that partner Kuniko Limited has intersected significant sulphide mineralisation in the first three diamond drill holes at the Commonwealth–Silica Hill gold–silver project in New South Wales. The drilling follows airborne geophysics and geochemistry that outlined a 4 km conductive corridor and builds on existing shallow JORC resources that remain open at depth and along strike.
Initial Phase 1 results include thick zones of disseminated and stringer sulphides with discrete massive sulphide lenses at Commonwealth Main and continuous sulphide mineralisation with visible silver sulphosalts at Silica Hill. The successful down-plunge step-outs, Kuniko’s funded acceleration into a larger Phase II program, and the potential for a deeper porphyry copper–gold source position the project for possible resource growth and may enhance the value of Impact’s retained interest.
The most recent analyst rating on (AU:IPT) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on Impact Minerals Limited stock, see the AU:IPT Stock Forecast page.
Impact Minerals has identified several significant near-surface conductive zones at its Broken Hill project in New South Wales through a magneto-telluric survey, indicating a conductive corridor extending from around 20 kilometres depth toward the surface. The anomalies, particularly the priority T3 target, sit near the crustal-scale Redan Fault and within favourable basement geology beneath the Willyama Supergroup, suggesting potential linkage to deep mineralising systems.
The findings support a reinterpretation of regional MT data that points to deep fluid pathways capable of producing large mineral systems and provide a strong geological framework for future exploration. With a follow-up MT survey over T3 completed and inversion results pending to refine drill targets, the work enhances Impact’s exploration potential amid a broader resurgence of interest in the Broken Hill region driven by strong gold and silver prices and long-term demand for copper, zinc and lead.
The most recent analyst rating on (AU:IPT) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on Impact Minerals Limited stock, see the AU:IPT Stock Forecast page.
Impact Minerals’ associated company Alluminous has achieved a key operational milestone by producing and shipping about 15 kilograms of HiPurA high purity alumina from its Perth pilot plant to U.S. battery materials group C4V for formal testing. The shipment, just nine months after Impact’s investment, advances product qualification for lithium-ion battery applications and leverages C4V’s laboratory and pilot-scale facilities within the Binghamton University battery technology ecosystem.
The pilot plant is now running successfully in batch mode and aims to move to continuous operation next quarter to boost throughput and support larger, consistent sample production for C4V and other potential customers. Alluminous has strengthened its management with the appointment of COO Peter Barnes and has intensified U.S. market engagement, outlining commercialisation plans and the role of HPA across battery, AI, data centre, defence, semiconductor, optics and photonics markets.
The most recent analyst rating on (AU:IPT) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on Impact Minerals Limited stock, see the AU:IPT Stock Forecast page.
Impact Minerals’ joint venture partner Kuniko has reported results from a MobileMT airborne electromagnetic survey over the Commonwealth–Silica Hill gold–silver project in New South Wales, defining a coherent 4 km structural corridor linking the Commonwealth Mine, Silica Hill and nearby prospects. Three-dimensional resistivity modelling has mapped lithological and structural controls to depths beyond 1 km, highlighting multiple conductive and resistive features that are considered prospective for extensions of known mineralisation and new sulphide accumulations.
These geophysical results align with and significantly refine Impact’s existing geological model and previously reported inferred mineral resources at Commonwealth and Silica Hill. A maiden 1,200-metre diamond drilling program is set to begin shortly to test both extensions of known mineralisation and newly defined targets, with Impact retaining a 30% free-carried interest to a Decision to Mine, underscoring the potential scale and upside of the Commonwealth mineral system for the company and its stakeholders.
The most recent analyst rating on (AU:IPT) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on Impact Minerals Limited stock, see the AU:IPT Stock Forecast page.
Impact Minerals Limited has identified a new standalone development pathway to produce sulphate of potash (SOP) and hydrochloric acid (HCl) from lake clays in Western Australia, independent of the existing Lake Hope HPA flowsheet. Metallurgical test work has demonstrated high recoveries of sulphate and chlorine via salt calcination, enabling the capture of potash and acid without reliance on evaporation ponds, a key weakness of earlier Australian SOP projects. To support this opportunity, Impact has staked several lakes near Salmon Gums as the Salmon Gums project, within its 80:20 joint venture with Playa One, positioning a potential processing facility close to key fertiliser and industrial acid markets. A Scoping Study, including resource work based on previous drilling, is under way to assess the technical and commercial viability of this potash and acid project, which management views as a promising way to fill supply gaps for SOP and HCl and enhance the company’s economic returns and strategic relevance to both agriculture and mining in Western Australia.
The most recent analyst rating on (AU:IPT) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on Impact Minerals Limited stock, see the AU:IPT Stock Forecast page.
Impact Minerals’ December 2025 quarterly report highlights continued technical progress at its flagship Lake Hope HPA project, where bench-scale membrane crystallisation of potash by-product was successfully completed under a CRC-P grant, a development expected to lower capital and operating costs and support the integration of Lake Hope ore with the recently acquired HiPurA processing technology. The company’s 50%-owned Alluminous advanced its commercialisation strategy via a technology collaboration agreement with US battery innovator C4V to develop and qualify HiPurA HPA for advanced battery uses, positioning Impact for potential supply into the growing US clean-energy market. In New South Wales, Impact granted Kuniko the right to earn up to 70% of the Commonwealth project, resumed exploration at Broken Hill on the back of stronger metal prices and new in-house concepts, and confirmed high-grade multi-metal potential with historic drilling and proprietary XRF-based vectoring tools, while follow-up soil sampling continued at its Southern Sky JV projects. At the corporate level, Impact appointed Scott Phegan as executive director, reported cash of A$3.37 million at quarter-end and progressed option-related resolutions, underscoring a tightening focus on building a vertically integrated HPA business and revitalising its exploration portfolio.
The most recent analyst rating on (AU:IPT) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on Impact Minerals Limited stock, see the AU:IPT Stock Forecast page.
Impact Minerals Limited reported negative operating cash flow of A$481,000 for the December 2025 quarter, reflecting ongoing staff, administration and corporate expenses, with no receipts from customers as the company remains in the exploration phase. The explorer also invested A$839,000 in exploration and evaluation and A$250,000 in investments during the quarter, contributing to total investing cash outflows of A$1.09 million, partly offset over the six-month period by A$4.1 million raised from equity issues, which left the company with A$3.37 million in cash at quarter-end after financing costs and cumulative outflows, underscoring its reliance on capital markets to fund ongoing exploration programs.
The most recent analyst rating on (AU:IPT) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on Impact Minerals Limited stock, see the AU:IPT Stock Forecast page.
Impact Minerals Limited has outlined a proposed issue of up to 1,724,222 ordinary fully paid shares under a placement or similar capital-raising structure, with the new securities scheduled for issue on 2 March 2026. The move signals a fresh capital injection that may support the company’s ongoing exploration and development activities, potentially strengthening its balance sheet and providing additional funding flexibility, though specific use of proceeds and pricing details were not disclosed in the announcement.
The most recent analyst rating on (AU:IPT) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on Impact Minerals Limited stock, see the AU:IPT Stock Forecast page.
Impact Minerals Limited has acquired a 100% interest in Exploration Licence EL8024, a 55 square kilometre tenement covering most of the historic Huonville gold district, 25 kilometres southeast of Broken Hill in New South Wales, for consideration of $125,000 in escrowed shares and $25,000 in cash plus a 1% NSR to a previous owner. The tenement, which is contiguous with Impact’s existing holdings, expands the company’s ground position around the giant Broken Hill lead-zinc-silver deposit to about 1,800 square kilometres and more than 100 kilometres of prospective strike, and is considered highly prospective for large copper and copper-gold deposits under a new exploration model developed through the BHP Xplor program. Historical shallow workings at Huonville have returned high-grade legacy rock chip assays up to 82 g/t gold with associated silver, bismuth and copper, showing a metal association typical of iron-oxide-copper-gold (IOCG) systems, although limited past drilling failed to replicate the best surface grades due in part to suboptimal hole orientation and possible near-surface enrichment. Impact is currently reviewing all historical data and integrating it with results from a recent ground magnetotelluric survey, with management positioning the Huonville acquisition as a strategic “final piece of the jigsaw” that consolidates its Broken Hill land package and enhances its potential exposure to deeper, larger-scale IOCG-style mineralised systems, which could be significant for the company’s exploration pipeline and long-term growth in the district.
The most recent analyst rating on (AU:IPT) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on Impact Minerals Limited stock, see the AU:IPT Stock Forecast page.
Impact Minerals Limited has reported significant progress at its Commonwealth Gold–Silver Project in New South Wales, where joint venture partner Kuniko Limited has completed airborne Mobile MT geophysical surveys and extensive soil and rock chip geochemistry, feeding into a pipeline of exploration targets. A Phase-1 diamond drilling campaign of about 1,200 metres is scheduled to begin in late January to early February 2026, targeting extensions to existing high-grade gold and silver resources—currently standing at 88,000 ounces of gold and 3 million ounces of silver—and newly defined geophysical and geochemical anomalies, including IP features that may indicate a large porphyry copper system analogous to the nearby Boda-Kaiser discovery. The planned program could materially enhance the project’s resource base and validate comparisons with world-class deposits such as Eskay Creek, while Impact’s 30% free-carried interest offers leveraged exposure to potential discoveries for its shareholders.
The most recent analyst rating on (AU:IPT) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on Impact Minerals Limited stock, see the AU:IPT Stock Forecast page.
Impact Minerals has reported substantial technical progress in the first year of a A$2.87 million Cooperative Research Centres Projects programme to integrate advanced membrane technologies into the Lake Hope HPA flowsheet, underpinning the project’s Pre-Feasibility Study. Work with CPC Engineering and Edith Cowan University’s Mineral Recovery Research Centre has delivered high-purity sulphate of potash crystals and magnesium-potash fertiliser products as by-products, improved water recovery for reuse, and a potential low-cost iron-removal step, collectively pointing to lower capital and operating costs, reduced environmental footprint and enhanced product suite. The research has also identified a potential standalone large-scale potash and acid production pathway at Lake Hope and surrounding lakes, as well as opportunities to incorporate eutectic-freeze crystallisation technologies, opening the door to an additional mining project and reinforcing Lake Hope’s broader commercial and strategic significance in potash and critical minerals markets.
The most recent analyst rating on (AU:IPT) stock is a Hold with a A$0.05 price target. To see the full list of analyst forecasts on Impact Minerals Limited stock, see the AU:IPT Stock Forecast page.