Perenti Limited (AUSDF) Shareholder/Analyst Call Transcript
Perenti Limited (AUSDF) Shareholder/Analyst Call October 15, 2026 10:30 PM EDT Diane Smith-GanderVanessa Torres - CEO, MD & DirectorJono van Hazel - Group Manager of Investor RelationsAndrea SuttonVincent Nicoletti Good morning, everyone.
My name is Diane Smith-Gander, and I am the Chair of Perenti.
Perth Time, and I welcome all shareholders to the company's 2026 Annual General Meeting, both here in person and online through the virtual meeting platform provided by our share registry, MUFG Corporate Markets Limited, who I will refer to as registry from this point on.
If we experience any technical issues today, I may take a short recess or an adjournment may be required depending on the number of shareholders affected.
If this occurs, I will, of course, advise you accordingly.
I'm looking at my company Secretary, who's nodding her head.
And so I now declare the Annual General Meeting open.
I acknowledge the traditional owners of the various lands from which we meet today, including the Whadjuk people of the Noongar Nation.
And we also acknowledge any Aboriginal and Torres Strait Islander people participating in this meeting.
I pay my respects to Elders, past, present, and emerging and recognize and celebrate the diversity of Aboriginal peoples and their ongoing cultures and connections to the lands and waters of Australia.
Today, I am joined at the meeting by Vanessa Torres, our Managing Director and CEO; by -- just move it on a bit for me, Dave.
Craig Laslett, an Independent Non-Executive Director and Chair of the Safety and Sustainability Committee; Andrea Sutton, an Independent Non-Executive Director and Chair of the People and Remuneration Committee; Greg Walker, an Independent Non-Executive Director; and Vince Nicoletti, an Independent Non-Executive Director, who recently joined Perenti.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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