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Iluka Resources Limited (ILKAY) Q4 2025 Earnings Call Transcript
Iluka Resources Limited (ILKAY) Q4 2025 Earnings Call Transcript
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cnbc.com
Shares of Australian rare earth companies surge on $8.5 billion U.S. critical minerals deal
Australian rare earth shares soared with VHM gaining over 30%, and Northern Minerals popping about 15%. The new Australia-U.S. agreement - signed by President Donald Trump and Australian Prime Minister Anthony Albanese on Monday - is said to include plans for projects worth a total of up to $8.5 billion.
seekingalpha.com
Iluka Resources: Overvalued, Sell With A Close Eye On Political Developments
Iluka's recent stock surge is driven by rare earths excitement, not its core mineral sands business. MP Materials' US government-backed price guarantees benefit them, but likely disadvantage non-guaranteed producers like Iluka. Unless Iluka secures similar political guarantees, its rare earths business faces lower prices and reduced market opportunity.
seekingalpha.com
Iluka Resources Limited (ILKAF) Q2 2024 Earnings Call Transcript
Iluka Resources Limited (OTCPK:ILKAF) Q2 2024 Earnings Conference Call August 20, 2024 8:30 AM ET Company Participants Tom O'Leary - Managing Director and Chief Executive Officer Adele Stratton - Chief Financial Officer and Head of Development Matthew Blackwell - Head of Major Projects and Marketing Conference Call Participants Rahul Anand - Morgan Stanley Paul Young - Goldman Sachs Chen Jing - Bank of America Al Harvey - JPMorgan Paul McTaggart - Citigroup Austin Yun - Macquarie Glyn Lawcock - Barrenjoey Operator Good day, and thank you for standing by. Welcome to the Iluka Resources 2024 Half-Year Results Conference Call.
seekingalpha.com
Iluka Resources Limited (ILKAF) Q2 2023 Earnings Call Transcript
Iluka Resources Limited (OTCPK:ILKAF) Q2 2023 Results Earnings Conference Call August 24, 2023 8:00 PM ET Company Participants Tom O'Leary - Managing Director and Chief Executive Officer Adele Stratton - Chief Financial Officer and Head of Development Matthew Blackwell - Head of Major Projects and Marketing Conference Call Participants Paul Young - Goldman Sachs Levi Spry - UBS Al Harvey - JP Morgan Rahul Anand - Morgan Stanley Australia Glyn Lawcock - Barrenjoey Operator Hello. And welcome to the Iluka Resources H1 2023 Results Teleconference.
seekingalpha.com
Iluka Resources Limited (ILKAF) Q4 2022 Earnings Call Transcript
Iluka Resources Limited (OTCPK:ILKAF) Q4 2022 Earnings Conference Call February 20, 2023 5:00 PM ET Company Participants Tom O'Leary - Managing Director and Chief Executive Officer Adele Stratton - Chief Financial Officer Matthew Blackwell - Head, Projects and Sales and Marketing Conference Call Participants Paul Young - Goldman Sachs Levi Spry - UBS Rahul Anand - Morgan Stanley Al Harvey - JP Morgan Matthew Hope - Credit Suisse Operator Thank you all for standing by. And welcome to the Iluka Resources Full-Year Results 2022 Conference Call.
kitco.com
Mineral sands producer Iluka says its H122 profit up 186% to A$369 million on rising commodity prices
(Kitco News) - Australia-based international mineral sands company Iluka (ASX: ILU) announced Thursday that in H1 2022, its revenue was up 30% y-o-y to A$955 million, reflecting higher prices across all of Iluka's products, while EBITDA was up 69% to A$505 million.
seekingalpha.com
Iluka Resources Limited's (ILKAF) CEO Tom O'Leary on Q2 2022 Results - Earnings Call Transcript
Iluka Resources Limited (OTCPK:ILKAF) Q2 2022 Earnings Conference Call August 23, 2022 7:00 PM ET Company Participants Tom O'Leary - Managing Director and CEO Adele Stratton - Chief Financial Officer Luke Woodgate - Group Manager, Investor Relations and Corporate Affairs Matt Blackwell - Head, Projects and Sales and Marketing Conference Call Participants Paul Lian - Goldman Sachs Rahul Anand - Morgan Stanley Hayden Bairstow - Macquarie Peter O'Connor - Shaw and Partners Al Harvey - J.P. Morgan Glyn Lawcock - Barrenjoey Operator Thank you all for standing by.
seekingalpha.com
Iluka Resources Limited (ILKAF) CEO Tom O'Leary on Q4 2021 Results - Earnings Call Transcript
Iluka Resources Limited (ILKAF) CEO Tom O'Leary on Q4 2021 Results - Earnings Call Transcript
seekingalpha.com
Iluka Resources Limited (ILKAF) CEO Tom O'Leary on Q2 2021 Results - Earnings Call Transcript
Iluka Resources Limited (ILKAF) CEO Tom O'Leary on Q2 2021 Results - Earnings Call Transcript
kitco.com
Iluka ups mineral sands production 40% in second quarter
(Kitco News) - Australia-based international mineral sands company Iluka, a leading global producer of zircon and the high grade titanium dioxide feedstocks, announced yesterday that its Zircon/Rutile/Synthetic Rutile (Z/R/SR) production of 175kt in Q2 2021 was up 40% from Q1.