Skip to contentHome page Seeking Alpha - Power to InvestorsTranscriptsAustraliaOct 20, 2026, 11:13 PM ETKantra Copper Limited (HLGVF) StockSA Transcripts162.52K FollowersKantra Copper Limited (HLGVF) Q3 2026 Earnings Call October 20, 2026 9:30 PM EDTCompany ParticipantsJane BruntonRobert Fulker - MD, CEO & DirectorLuke Anderson - CFO & Joint Company SecretaryConference Call ParticipantsChristopher Drew - MST Financial Services Pty Limited, Research DivisionPaul Hissey - MA Moelis Australia Securities, Research DivisionPresentationJane BruntonGood morning all. This is Jane Brunton, Head of Investor Relations and Growth at Kantra Copper. Welcome, and thank you for joining the Kantra September 2026 quarterly update. With me today are our CEO and MD, Bob Fulker; and our CFO, Luke Anderson. Today's session is audio only. Bob and Luke will run through our quarterly update before we move into a Q&A session for analysts covering Kantra. I will now hand over to Bob.Robert FulkerMD, CEO & DirectorThank you, Jane, and good morning, everyone. Thanks for joining the Kantra 2026 September Quarter Results Webinar. The September quarter saw a continued strength in the copper market, supported by growing investor recognition of the structural supply challenges facing the industry. A significant feature of the quarter was the continued buildup of copper inventories in the United States with COMEX stocks reaching approximately 770,000 tonnes, representing almost 70% of the global exchange inventories. While this reflects a regional imbalance rather than a global shortage, it has reinforced broader concerns around copper supply security. At the same time, declining mine grades, a limited pipeline of new copper projects and continued tightness in concentrate markets remain the themes. Together, these factors continue to support a constructive midterm outlook for copper prices.Moving on to Kantra. This is the first quarterly report we deliver under our new name following the completion of the share consolidation. It has been another strong quarter for the business. And today, we'll take youRead more current HLGVF analysis and newsView all earnings call transcriptsCommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.