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ILU

Iluka Resources Ltd

Metals and Mining

·

Materials

24

comments

10

fund managers

past 90 days

About Iluka Resources Ltd

Iluka Resources Ltd., headquartered in Perth, Australia, is a mining company specializing in the exploration, development, and processing of mineral sands products. It operates through four key segments: Jacinth-Ambrosia/Mid West (mining and processing), Cataby/South West (mining and ilmenite processing), Rare Earths (Eneabba Refinery construction and development), and United States/Murray Basin (rehabilitation and idle assets). Founded in 1954, Iluka’s primary focus includes mineral sand marketing and site rehabilitation. The company maintains a strategic emphasis on expanding rare earth capabilities through its Eneabba facility and investment in Northern Minerals Limited.

Commentary Volume

24

Comments

10

Fund managers

0

Past 90 days

SOURCE

ACTION

COMMENT PREVIEW

FUND MANAGER

DATE

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Source: Ipsum Capital Q4 Quarterly Letter  ·  Published 14 March 2025

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Source: Ipsum Capital Q4 Quarterly Letter  ·  Published 14 March 2025

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14 Mar 2025

ic

Ipsum Capital

"Lorem ipsum dolor sit amet...

Q4 Letter

14 Mar 2025

ic

Dolor Investments

"Lorem ipsum dolor sit amet...

Q4 Letter

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§ Important Notice

The entries below are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.

Commentary

Sector

Materials

Market cap

$3B

Fund managers

10 managers

First covered

31 July 2024

Last updated

1 May 2026

Company Details

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§ Reminder

The entries above are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.

Frequently asked questions about Iluka Resources Ltd (ASX:ILU)

Frequently asked questions

Who is investing in Iluka Resources Ltd (ASX:ILU)?

Fund managers including Yarra Capital Management, Cooper Investors, Clime Investment Management, Tyndall Asset Management, Spheria Asset Management, Perpetual Asset Management, Australian Eagle Asset Management, Wilson Asset Management, Pendal Group and Ellerston Capital have invested in Iluka Resources Ltd (ASX:ILU).

What is the short interest in Iluka Resources Ltd (ASX:ILU)?

The short interest in Iluka Resources Ltd (ASX:ILU) is 6.90% which makes it the 27th most shorted stock on the ASX. Of the 429.7M shares that Iluka Resources Ltd has on issue, 29.6M have been sold short.

What does Iluka Resources Ltd (ASX:ILU) do?

Iluka Resources Ltd., headquartered in Perth, Australia, is a mining company specializing in the exploration, development, and processing of mineral sands products. It operates through four key segments: Jacinth-Ambrosia/Mid West (mining and processing), Cataby/South West (mining and ilmenite processing), Rare Earths (Eneabba Refinery construction and development), and United States/Murray Basin (rehabilitation and idle assets). Founded in 1954, Iluka’s primary focus includes mineral sand marketing and site rehabilitation. The company maintains a strategic emphasis on expanding rare earth capabilities through its Eneabba facility and investment in Northern Minerals Limited.

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