In our latest Town Hall, General Manager - Operations Chris Luke shared an update on safety, operational performance and key site initiatives across PLS.

Safety first, always

Safety was a key focus, with Chris reinforcing a simple message: take your time and stop the job if something doesn’t feel right.

Look after yourself and each other
Speak up when you see something that isn’t right
If controls aren’t working, stop the job
Leaders – get into the field to do more safety interactions

During Q4, we recorded two recordable injuries and one occupational illness. FY26 closed with 12 recordable injuries and eight occupational illnesses across the Group. The Group finished FY26 with a 12-month TRIFR of 2.77, outperforming the target of 2.95. Australian Operations achieved a TRIFR of 1.81.

Production and operational performance

We finished FY26 with a strong operational result:

879.5kt of spodumene concentrate produced, exceeding the top end of guidance by approximately 10kt
Unit operating costs of $569/t (FOB), the lower end of the guidance range, reflecting higher production volumes and the continued delivery of the Cost Smart Future Ready program

Financial update

Improved pricing and strong operational performance supported a solid June Quarter:

249.9kt sold
Average realised price of US$2,107/t
$743 million in Group revenue
$2.29 billion cash balance

Site projects and initiatives

Work continues across site to make our operation safer and better:

Dust management improvements are progressing, including the coarse ore stockpile dome and clothing decontamination system
More than 178 people joined our first Live Well on Site Health Festival
Village improvements continue at Carlindi and Tambrah
Warehouse Stage 2 storage and racking is complete

The full year results will be announced next week, but there’s already plenty to be proud of. Our Great People have worked hard, delivered together and built strong momentum across the year. As we celebrate that effort and look ahead to FY27, our priority remains the same: Safety First, always. Look after yourself and your mates, and stop the job if something doesn’t feel right.

The top questions asked

Thank you to everyone who took the time to submit a question through Slido. We had a great response, which helps us understand what’s on your mind and where you want more information.

How is Programmed responding to the accommodation and camp issues employees have raised?

We are working closely with Programmed to understand the issues being raised, identify where improvements are needed and put practical solutions in place. We strongly encourage residents to use the SurveyStance feedback tool (iPads) or this link to provide timely and actionable feedback. Feedback responses are monitored daily. PLS now has B2B Facilities Supervisors who are dedicated to partnering with Programmed leaders to improve the resident experience.

What improvements are planned for the villages?

Last month, we shared our three-phase plan to improve the village. The three phases were:

Phase 1 – Improving our current villages

Around 80% of M Block rooms at Carlindi have been refurbished, with more to come
A new weights gym has opened at Carlindi
We’ve upgraded flooring and drainage in the Carlindi dry mess kitchen
We’ve hygienically cleaned 200 air conditioning units, with more planned

Phase 2 – Increasing accommodation capacity

We’re working to deliver 464 additional rooms by the end of the year across Tambrah, Carlindi and the nearby hired camp
From the October shutdown, permanent Carlindi residents will no longer relocate to Tambrah during shutdowns

Phase 3 – Progressing our new permanent village

Our Great People have helped shape the new village through workshops and feedback sessions. The current concept includes modern rooms, better recreation facilities, more couples accommodation and a combined dining hall and tavern.

We’ve also confirmed the location for the new village and will continue to share updates as planning progresses.

Find out more here.

Can we get Foxtel back as Kayo doesn’t work anymore?

We know access to live sport is an important part of downtime on site.

We’ve recently been advised that Kayo is experiencing geolocation issues again. We’re looking into the cause and available options, including the best long-term solution for reliable access to live sport at our villages.

We’ll provide an update once we know more.

Could we get more PlayStations and TVs in the rec room as they’re often occupied during peak periods?

Thank you for the suggestion. We understand the recreation rooms can get busy during peak periods.

We’ll review the current number and use of TVs and PlayStations and look at whether additional equipment would improve access for employees.

Can we get flyscreen doors for better airflow?

We’re not currently planning to install flyscreen doors across the existing accommodation, particularly as we wait to hear the P2000 study outcomes for the new permanent village. We want to make sure we invest in improvements that provide the best value and benefit for our Great People. However, existing window flyscreens should be in good working order. If your room has a damaged or missing flyscreen, please report it so the team can arrange an inspection and repair where needed.

Privacy Policy