Iluka Resources Limited (ILKAF)
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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.
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.
