Campaigns: Iluka

Source: The Australian. By: Nick Evans. Mineral sands miner Iluka Resources faces fresh shareholder pressure to pass on a lucrative iron ore royalty after the price of the steelmaking commodity rose to post-boom highs and BHP hits its stride on a new mine that could......

Source: The Australian Financial Review. By: Peter Ker. BHP has warned of rising cost pressures as it and Fortescue Metals Group push ahead with $6 billion of new iron ore projects in Western Australia, with the scramble for workers and equipment set to intensify should......

Source: The Australian Financial Review. By: Tess Ingram. The lucrative royalty Iluka Resources earns from BHP Billiton’s iron ore tenements could double in value if BHP locks in the South Flank deposit as its solution for iron ore production replacement in the Pilbara, according to......

Source: Barron’s. By: Shuli Ren. Iluka ResourcesĀ (ILU.Australia), a major producer of zircon and high-grade titanium dioxide products, soared 3.3% in Sydney today after activist investorĀ Sandon CapitalĀ said the company should spin off its iron ore assets. In Sandon’s view, Iluka’s iron ore royalty overĀ BHP Billiton’s (BHP)......

Past performance is not indicative of future performance. The content of these case studies constitutes the views and opinions of Sandon Capital. They have been prepared without taking into account the objectives, financial situation or needs of any particular individual. The case studies do not constitute advice.

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