Fund Manager Summary
The outlook for Lindian Resources Ltd appears promising, as fund managers believe the company is well-positioned to capitalize on opportunities in the rare earths sector. In their opinion, the recent developments, including a Final Investment Decision on the Kangankunde project and a successful $91.5 million placement, significantly enhance the company's growth potential. The confirmation that Kangankunde will not be impacted by Malawi’s raw-minerals export order further de-risks the investment. Additionally, the long-term strategic partnership with Iluka Resources is seen as a crucial factor that will bolster Lindian’s role in the global rare earth supply chain. Overall, the fund managers express confidence in Lindian's ability to deliver value to investors in the near term, especially with first production anticipated in Q4 2026.
Source: Trading View
Commentary From The Managers
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Wilson Asset Management
31 Oct 2025
$0.33
Summary
- Lindian Resources is an Australian-based bauxite and rare earths company focused on exploration, mining, and processing.
- The company operates projects in Malawi, Guinea, and Tanzania.
- Currently prioritizing the Kangankunde rare earths project in Malawi and an Australian downstream route.
- In October, the share price improved due to enhanced project clarity and de-risking.
- Confirmation that Kangankunde will not be impacted by Malawi’s raw-minerals export order.
- September quarter update highlighted key achievements, including a Final Investment Decision on the Kangankunde project.
- Successful completion of a $91.5 million placement to fully fund the project through to first production in Q4 2026.
- Establishment of a long-term strategic partnership with Iluka Resources.
- Wilson Asset Management continues to hold due to the company's recent activities that bolster investor confidence and position it to play a pivotal role in the global rare earth supply chain.
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Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
Commentary From The Managers
Wilson Asset Management
31 Oct 2025
$0.33
- Lindian Resources is an Australian-based bauxite and rare earths company focused on exploration, mining, and processing.
- The company operates projects in Malawi, Guinea, and Tanzania.
- Currently prioritizing the Kangankunde rare earths project in Malawi and an Australian downstream route.
- In October, the share price improved due to enhanced project clarity and de-risking.
- Confirmation that Kangankunde will not be impacted by Malawi’s raw-minerals export order.
- September quarter update highlighted key achievements, including a Final Investment Decision on the Kangankunde project.
- Successful completion of a $91.5 million placement to fully fund the project through to first production in Q4 2026.
- Establishment of a long-term strategic partnership with Iluka Resources.
- Wilson Asset Management continues to hold due to the company's recent activities that bolster investor confidence and position it to play a pivotal role in the global rare earth supply chain.
Summary
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
ANALYST INSIGHT
Equity Research Analyst
"With strategic partnerships and funding in place, Lindian Resources appears poised to capitalize on the growing demand for rare earths, potentially transforming the market landscape as it navigates through uncertainties and positions itself for a pivotal role in the supply chain."
Last Updated: 31 Oct 2025
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Frequently Asked Questions
Who is investing in Lindian Resources Ltd (ASX:LIN)?
Fund managers including Wilson Asset Management have invested in Lindian Resources Ltd (ASX:LIN).
Why do fund managers invest in Lindian Resources Ltd?
Fund managers are investing in Lindian Resources Ltd due to its strategic focus on the Kangankunde rare earths project in Malawi, which is advancing towards production with strong financial backing from a recent $91.5 million placement. The company has demonstrated improved project clarity and reduced risks, particularly with assurance that its operations will not be hindered by local export regulations. Additionally, a partnership with Iluka Resources enhances its position in the global rare earth supply chain, fostering investor confidence.
What happened to Lindian Resources Ltd (ASX:LIN)?
Fund managers are investing in Lindian Resources Ltd due to its strategic focus on the Kangankunde rare earths project in Malawi, which has gained clarity and reduced risks following the confirmation that it won't be impacted by Malawi's raw-minerals export order. The company has secured funding through a $91.5 million placement, ensuring financial backing until first production in Q4 2026, and has established a key partnership with Iluka Resources. These developments enhance investor confidence and position Lindian as a vital player in the global rare earth supply chain.