Iluka Gets New Bull Ahead of Rare-Earths Offtake Deals -- Market Talk

Dow Jones

May 18

2311 GMT - Iluka Resources gets a new bull in Ord Minnett, as the buzz around rare earths starts to overshadow its minerals sands business. Analyst Matthew Hope stays cautious about A$417 million of net debt in the mineral sands business. Still, he expects any capital raise will be pushed out until the end of the year at the earliest. "In the meantime, Iluka should be announcing rare-earths oxide offtake deals from mid-year keeping the REO news flow active," Ord Minnett says. "There is risk that offtake prices may disappoint, so we are not overly aggressive." Ord Minnett upgrades Iluka to buy, from hold, and raises its price target by 13% to A$9.00/share. Iluka ended last week at A$7.90. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

May 17, 2026 19:11 ET (23:11 GMT)

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Analyst Matthew Hope stays cautious about A$417 million of net debt in the mineral sands business. Still, he expects any capital raise will be pushed out until the end of the year at the earliest. \"In the meantime, Iluka should be announcing rare-earths oxide offtake deals from mid-year keeping the REO news flow active,\" Ord Minnett says. \"There is risk that offtake prices may disappoint, so we are not overly aggressive.\" Ord Minnett upgrades Iluka to buy, from hold, and raises its price target by 13% to A$9.00/share. Iluka ended last week at A$7.90. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 17, 2026 19:11 ET (23:11 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Iluka Gets New Bull Ahead of Rare-Earths Offtake Deals -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIluka Gets New Bull Ahead of Rare-Earths Offtake Deals -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-18 07:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2311 GMT - Iluka Resources gets a new bull in Ord Minnett, as the buzz around rare earths starts to overshadow its minerals sands business. Analyst Matthew Hope stays cautious about A$417 million of net debt in the mineral sands business. Still, he expects any capital raise will be pushed out until the end of the year at the earliest. \"In the meantime, Iluka should be announcing rare-earths oxide offtake deals from mid-year keeping the REO news flow active,\" Ord Minnett says. \"There is risk that offtake prices may disappoint, so we are not overly aggressive.\" Ord Minnett upgrades Iluka to buy, from hold, and raises its price target by 13% to A$9.00/share. Iluka ended last week at A$7.90. 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Analyst Matthew Hope stays cautious about A$417 million of net debt in the mineral sands business. Still, he expects any capital raise will be pushed out until the end of the year at the earliest. \"In the meantime, Iluka should be announcing rare-earths oxide offtake deals from mid-year keeping the REO news flow active,\" Ord Minnett says. \"There is risk that offtake prices may disappoint, so we are not overly aggressive.\" Ord Minnett upgrades Iluka to buy, from hold, and raises its price target by 13% to A$9.00/share. Iluka ended last week at A$7.90. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7095":"多种金属与采矿","ILU.AU":"ILUKA RESOURCES LIMITED"},"translate_title":"伊卢卡在稀土承购交易之前获得新的牛市——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ILU.AU":0.9},"content_text":"2311 GMT - Iluka Resources gets a new bull in Ord Minnett, as the buzz around rare earths starts to overshadow its minerals sands business. Analyst Matthew Hope stays cautious about A$417 million of net debt in the mineral sands business. Still, he expects any capital raise will be pushed out until the end of the year at the earliest. \"In the meantime, Iluka should be announcing rare-earths oxide offtake deals from mid-year keeping the REO news flow active,\" Ord Minnett says. \"There is risk that offtake prices may disappoint, so we are not overly aggressive.\" Ord Minnett upgrades Iluka to buy, from hold, and raises its price target by 13% to A$9.00/share. Iluka ended last week at A$7.90. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 17, 2026 19:11 ET (23:11 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}