Mineral Resources Bear Reckons Lithium Assets May Be Dressed Up For Sale -- Market Talk

Dow Jones
Oct 31, 2025

2253 GMT [Dow Jones]--Macquarie analysts wonder whether Mineral Resources is sprucing up its lithium assets to attract a buyer. The miner's Mt Marion production beat consensus estimates by 14% while Wodgina beat by 50%. That "could indicate that MIN is trying to deliver the best possible production performance snapshot ahead of a partial or full divestment (as indicated by the Chair)," the analysts say in a note. Wodgina's operational performance was an especially big surprise, they say. "The key for sustained success, in our view, is recovery performance, which anecdotally improved." Macquarie has an underperform rating on the miner. It raises its target price by 8.6% to A$38.00. The stock ended Thursday at A$48.20. (rhiannon.hoyle@wsj.com)

 

(END) Dow Jones Newswires

October 30, 2025 18:59 ET (22:59 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10