Browsing Tag
Iluka Resources
7 posts
Lindian (ASX: LIN) locks in 70% Carester offtake as 8,000tpa Kazakhstan rare earth oxide plan moves toward DFS
Lindian Resources has secured Carester as a long-term buyer for 70% of planned heavy rare earth output while advancing an 8,000tpa oxide-separation facility in Kazakhstan. The agreement creates a route into a French refinery backed by €216 million of French and Japanese funding, but construction economics and production still depend on a year-end feasibility study.
Iluka Resources (ASX: ILU): Can higher zircon prices offset weaker output?
Iluka Resources faces weaker output but rising zircon prices and advancing rare earths projects. See the next proof points for ASX: ILU.
Lindian Resources (ASX:LIN) fires first blast as Q4 output tests its A$1.8bn valuation
Lindian has started mining at Kangankunde, but its A$1.8bn valuation now demands smooth Q4 production, strong recoveries and real sales.
Cadoux just made a rare earth move, but can $CCM turn Wimmera into real feedstock?
Cadoux secured a Wimmera rare earth earn-in linked to Minhub. Find out how the $CCM deal could reshape its critical minerals strategy.
Australia and South Korea sign energy security pact as Strait of Hormuz blockade hits ninth week
Hormuz is in week nine. Seoul and Canberra just signed the bilateral that locks in LNG and diesel flows. The disruption-notification clause is the real news.
Paladin, Pilbara, Lynas surge as ASX critical minerals catch up to overnight US bid
Wall Street bid for Cameco and MP Materials hit Sydney first thing. Whether ASX critical-minerals stocks hold the gains depends on Hormuz, not commodity prices.
Lindian Resources (ASX: LIN) raises A$100m to eliminate debt and accelerate Kangankunde Stage 2 rare earths expansion
Lindian Resources raises A$100m in an oversubscribed placement to fund debt-free Kangankunde production and Stage 2 expansion. Read the full strategic analysis.