Iluka Resources Limited (ASX: ILU)
Sector: Materials
Market cap: A$2.5B (as of 2 Nov 2026)
Production of mineral sands.
Data as of 2 Nov 2026.
Substantial holders — latest moves
| Date | Holder | Move | Holding | Source |
|---|---|---|---|---|
| 28 Jan 2026 | Van Eck Associates Corporation (VEAC) | Increase | 5.02% → 6.24% | Filing ↗ |
| 9 Jan 2026 | Van Eck Associates Corporation (VEAC) and its associates | Entry | ?% → 5.02% | Filing ↗ |
| 22 Dec 2025 | Van Eck Associates Corporation | Exit | — | Filing ↗ |
| 22 Dec 2025 | Yarra Capital Management Limited; Yarra Management Nominees Pty Ltd; Ta Universal Investment Holdings Ltd; Yarra Investment Management Limited; Tyndall Equities Australia Limited | Exit | — | Filing ↗ |
| 19 Dec 2025 | Van Eck Associates Corporation (VEAC) and its associates | Entry | ?% → 5.01% | Filing ↗ |
Director trades — on-market
Cash and runway
| Metric | Value | As of | Source |
|---|---|---|---|
| Cash | A$372M | 30 Sept 2023 | Filing ↗ |
Latest cash figure is from 30 Sept 2023 and may predate a later quarterly filing.
Latest guidance
| Date | Period | Guidance | Source |
|---|---|---|---|
| 28 Oct 2026 | — | The capital estimate for the project remains $1.7-1.8 billion. Construction is 65% complete. | Filing ↗ |
Ask about ILU in Claude or ChatGPT
Add the Capital Signal connector at https://capitalsignal.io/api/mcp, then ask:
- Has ILU raised money in the last year, and at what discount?
- What was ILU's latest cash position and runway?
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