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Iluka Resources Limited Unsponsored ADR (ILKAY)
OTHER OTC:ILKAY
US Market
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Iluka Resources Limited Unsponsored ADR (ILKAY) Price & Analysis

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ILKAY Stock Chart & Stats

20.50
0.20(0.98%)
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Bulls Say, Bears Say

Bulls Say
Strong First-half Cash GenerationThe mineral sands operation demonstrated substantial first-half cash generation, supported by pricing, inventory reduction and operating discipline. Sustained cash conversion would strengthen liquidity, provide funding for development and reduce reliance on external capital over the next several quarters.
Mineral Sands Debt ReductionA 42% reduction in mineral sands net debt improves financial flexibility and lowers the burden that operating cash flows must support. This gives Iluka greater capacity to continue strategic investment while reducing balance-sheet pressure if commodity conditions remain uneven.
Rare Earths Strategic ExpansionRare earths offtake and feedstock agreements provide commercial support for Iluka’s diversification beyond traditional mineral sands. These relationships can improve future project bankability, broaden the customer base and position Eneabba within a strategically important non-China supply chain.
Bears Say
Severe 2025 Profitability DeteriorationThe sharp swing to losses despite higher revenue shows that top-line recovery has not yet translated into earnings resilience. Negative margins reduce internal funding capacity and leave profitability more exposed to operating costs, product mix and market conditions.
Negative Operating And Free Cash FlowNegative operating cash flow combined with deeply negative free cash flow creates a meaningful funding requirement, particularly while the company continues investing in projects. Persistent cash burn could constrain capital allocation and increase reliance on balance-sheet support.
Balranald Ramp-up Reliability RiskBalranald has not yet demonstrated consistently reliable extraction performance, despite commissioning progress and earlier trial achievements. Extended ramp-up work could delay expected production benefits, increase operating effort and make near-term output and cost outcomes less predictable.

ILKAY FAQ

What was Iluka Resources Limited Unsponsored ADR’s price range in the past 12 months?
Iluka Resources Limited Unsponsored ADR lowest stock price was 17.31 and its highest was 31.02 in the past 12 months.
    What is Iluka Resources Limited Unsponsored ADR’s market cap?
    Iluka Resources Limited Unsponsored ADR’s market cap is $1.75B.
      When is Iluka Resources Limited Unsponsored ADR’s upcoming earnings report date?
      The company’s upcoming earnings report date is not yet available.
      How were Iluka Resources Limited Unsponsored ADR’s earnings last quarter?
      Currently, no data Available
      Is Iluka Resources Limited Unsponsored ADR overvalued?
      According to Wall Street analysts Iluka Resources Limited Unsponsored ADR’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
        Does Iluka Resources Limited Unsponsored ADR pay dividends?
        Iluka Resources Limited Unsponsored ADR does not currently pay dividends.
        What is Iluka Resources Limited Unsponsored ADR’s EPS estimate?
        Iluka Resources Limited Unsponsored ADR’s EPS estimate for its next earnings report is not yet available.
        How many shares outstanding does Iluka Resources Limited Unsponsored ADR have?
        Iluka Resources Limited Unsponsored ADR has 86,249,886 shares outstanding.
          What happened to Iluka Resources Limited Unsponsored ADR’s price movement after its last earnings report?
          Currently, no data Available
          Which hedge fund is a major shareholder of Iluka Resources Limited Unsponsored ADR?
          Currently, no hedge funds are holding shares in ILKAY
          What is the TipRanks Smart Score and how is it calculated?
          Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

            Iluka Resources Limited Unsponsored ADR Stock Smart Score

            3
            Underperform
            1
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            3
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            5
            6
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            8
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            10

            Technicals

            SMA
            Negative
            20 days / 200 days
            Momentum
            -16.19%
            12-Months-Change

            Fundamentals

            Return on Equity
            -19.70%
            Trailing 12-Months
            Asset Growth
            5.04%
            Trailing 12-Months
            Learn more about TipRanks Smart Score

            Company Description

            Iluka Resources Limited Unsponsored ADR

            Iluka Resources Limited is an entity deeply involved in the comprehensive management of mineral sands, encompassing their discovery, project execution, extraction, refinement, sales, and environmental restoration. The company structures its operations across several key regions and projects, including the Jacinth-Ambrosia/Mid West, Cataby/South West, Sierra Rutile, and United States/Murray Basin segments. Iluka's product portfolio primarily consists of zircon, titanium dioxide products such as rutile and synthetic rutile, and ilmenite. Additionally, it manufactures activated carbon and iron concentrate and is actively exploring for rare earth elements like monazite and xenotime. These essential materials are integral to numerous applications across technology, construction, medical, lifestyle, and industrial sectors. With an extensive international presence, the company conducts business in Australia, China, other parts of Asia, Europe, and the Americas. Founded in 1954, Iluka Resources Limited was previously known as Westralian Sands Limited until its name change in May 1999, and it is headquartered in Perth, Australia.
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