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REA Group Limited (RPGRY) Analyst/Investor Day Transcript

REA Group Limited (RPGRY) Analyst/Investor Day Transcript | EN590 Commodities Group
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$102.14/bbl   +0.34%$96.90/bbl   +0.21%$846/MT   +0.18%$1090/MT   +0.55%$450/MT   -0.15%$470/MT   +0.08%
Energy Markets

REA Group Limited (RPGRY) Analyst/Investor Day Transcript

2026-10-23T20:27:15-04:00
Source: seekingalpha.com
EN590 COMMODITIES GROUP

REA Group Limited (RPGRY) Analyst/Investor Day October 22, 2026 6:30 PM EDT Alice Bennett - Executive Manager of Investor RelationsCameron McIntyre - CEO & DirectorJane Cohen - Chief Strategy OfficerJonathan Swift - Chief Product OfficerTim BradleyJonathan CameronJarrod ScottKris MatthewsAnthony WaldronEamonn FallonSteve Maidment - Chief Technology OfficerElisa Nerone - Chief People & Sustainability OfficerAndrew Cramer - Chief Financial Officer Louis BannonFraser Mcleish - MST Financial Services Pty Limited, Research DivisionDavid Fabris - Macquarie ResearchBryan Raymond - JPMorgan Chase & Co, Research Division Alice BennettExecutive Manager of Investor Relations Hello, everybody.

Welcome and super excited that you're all here with us today for our REA Group 2026 Investor Day.

Before we begin, I'd like to acknowledge the traditional custodians of the land we're meeting on, the Gadigal people of the Eora Nation, pay our respects to past and present.

I'd also like to very briefly draw your attention to the disclaimer in our pack, which is covering off some of the information we'll be talking to today.

So in terms of the agenda, obviously, very jampacked.

We've got a lot to get through this morning.

We are going to start with Cameron McIntyre, our CEO.

He's going to give an update on our refreshed strategy.

And when we talk about our edge, that's our proprietary data and the deep relationships we have, which really fuels the outcomes and the outcomes from our consumers, vendors, customers and brokers.

We're then going to talk to just how we see the consumer experiences evolving and how we're shaping those.

And we're going to finish the first session off with our residential business, and we'll talk to you how we'll be growing both our advertising and our customer solutions revenues with AI-powered campaigns over the next few years..

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Indicative Market Prices October 24, 2026 03:45 UTC
ProductPriceChange
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%
* Indicative prices for reference only. Contact us for firm offers.
About Our Company

25 YEARS OF EXPERTISE.
YOUR TRUSTED COMMODITY PARTNER.

Our company's foundation was built not in a trading room but deep in the field. For over 25 years, we operated at the forefront of mineral exploration and extraction.

Today, from our base in New York, USA, we serve clients in 75+ countries with major commodities.

"We don't just supply commodities we solve your energy and resource challenges."
25+
Years Exploration
15+
Years Trading
75+
Countries Served
24/7
Operations
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DISCLAIMER: Prices shown are indicative market references only.
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