ioneer Ltd

Informe acción NasdaqCM:IONR

Capitalización de mercado: US$300.5m

ioneer Dividendos y recompras

Dividendo controles de criterios 0/6

ioneer no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

-1.4%

Rendimiento de la recompra

Rendimiento total para el accionista-1.4%
Rendimiento futuro de los dividendos0%
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

No hay actualizaciones

Recent updates

Seeking Alpha • May 31

ioneer: Sodium-Ion Overhangs Lithium Market (Rating Downgrade)

Summary Downgrade ioneer from Buy to Hold due to increased lithium market uncertainty resulting from CATL's sodium-ion battery mass production plans. Lithium prices appear to be reacting negatively to CATL's sodium-ion announcement, and the decline may not be over. Boron, comprising up to 40% of ioneer’s projected revenue, provides stability and diversification, helping de-risk the project amid lithium market swings. Read the full article on Seeking Alpha
Seeking Alpha • Oct 11

Ioneer: 4 Reasons To Expect Further Price Rise

Summary ioneer is a standout lithium stock in 2024, with a YTD increase of ~50%, outperforming the Global X Lithium and Battery Tech ETF, which has seen a pullback. Factors like the need for EV battery supply chain security in the US, its progress with permits, competitive costs and robust NPV work in its favour. While IONR can continue to see price fluctuations as a pre-production miner, at least until 2027, the likelihood of the stock trending broadly upwards is high. Read the full article on Seeking Alpha
Seeking Alpha • May 02

ioneer: One Step Closer To Construction

Summary ioneer Ltd. owns the low-cost Rhyolite Ridge Lithium-Boron Project in Nevada, which is expected to have industry-leading economics. ioneer recently achieved a major permitting milestone with the BLM issuing a Draft EIS for Rhyolite Ridge. Even with the recent stock rally and equity raise, I still see 100%+ upside to the shares assuming a long-term $20,000 / ton lithium carbonate price. Read the full article on Seeking Alpha
Seeking Alpha • Aug 03

ioneer Ltd: Trying Hard To Reduce Risk

ioneer is an Australian lithium miner with one major asset, a lithium-boron mine in Nevada. Ford and a Toyota/Panasonic JV are now announced as the major offtake partners. This article will summarize the Rhyolite Ridge project, discuss the recent developments, and I provide my thoughts on the investment. Risk Mitigating US Lithium Miner The battle continues over the battery supply chain. Exacerbated by geopolitical tensions, growing demand, and limited supply, Toyota (TM, TOYOF) and Panasonic (PCRFY, PCRFF) have formed a joint venture in search of securing lithium supplies for battery production. In comes ioneer Ltd (IONR), an Australian company that has recently secured the rights to the Rhyolite Ridge lithium-boron sedimentary deposits. While operations have yet to commence, the company expects full production in 2025, and support by multinational customers may provide the necessary funding and bureaucratic expertise to succeed. ioneer's assets are unique in that Rhyolite Ridge has the potential to be quite profitable thanks to the local reserves containing both boron and lithium. Both elements have growing use and necessity, especially as the U.S. lacks true self-sufficiency across many areas of raw material supply. ioneer has a few additional catalysts that support a positive outlook, including sharing 50% of the Rhyolite Ridge project with experienced Sibanye Stillwater (SBSW, SBYSF) and a strong team of technical and advisory support, highlighted below. ioneer May Investor Presentation The location in western Nevada also has the benefit of close access to Panasonic's joint Gigafactory with Tesla (TSLA), and final contracted supply is expected to be enough to produce up to approximately 150,000 EVs per year. This backs up other contracts that ioneer has established with Ford (F) and EcoPro (South Korea listed). Unfortunately, we must still wait for the necessary permitting process to conclude before any sales can occur, and this always increases the risk. ioneer website Down to the Hardest Permit Sequence As is typical, one major impact that has led to a longer permitting process is the avoidance of a rare species: Tiehm's Buckwheat. While an original plan had ioneer moving a few plants that may have been impacted by operations, the company now must leave all plants undisturbed and is actively growing additional ones to plant. Parties on both sides of the coin, whether pro-conservation or pro-lithium mining, must concede the fact that neither are completely in the clear. As greenhouse repopulation has been a meaningful way to increase the population size, more agencies have agreed that as long as the populations are not directly disturbed, the plant should coexist with nearby sustainable mining. Ioneer Website For investors, this means being thoughtful about the operations of the mine and being willing to spend less than 1% of expected earnings on being as eco-friendly as possible. Unfortunately, delays are only the fault of management because these risks should have been addressed prior to submitting any plans. At the same time, I would hope environmentalists ease off now that the final plan of operation is being heavily scrutinized and revised. Considering the U.S. has far stricter environmental standards than other countries, I would rather have mining operations based here rather than pushed abroad. Based on current survey progress and operation revisions, I expect that approval should be obtained by the end of 2023. However, there will be another round of public comment, and this may be a risk point to consider as critical to pass unobstructed. Based on the recent progress of Rio Tinto and BHP's far larger Resolution Copper mine in Arizona, I expect public sentiment is in general supportive of further raw material production to support the U.S. economy, when performed with the area in mind. Look to the new Plan of Operations to be submitted in the coming quarter. ioneer July financial update ioneer May Investor Presentation Other key points of the Rhyolite Ridge project include the following risks and innovations: Due to the surface location of the deposit, the initial mining will be done with traditional pit-mining techniques, but ioneer has partnered with Caterpillar (CAT) to provide significant automation infrastructure to increase efficiency and reduce risk. The lithium-boron deposit is easily extracted with dilute sulfuric acid, which will be produced on site, and cogenerated energy production will support all site operations. The unique mineralogy and available processing systems will allow the project to not require evaporation ponds or tailings, two environmentally harmful processes. Other factors such as low emissions and water usage technologies are also in place to improve the environmental footprint. Whether these mitigations are enough to persuade an approval is unknown, but I remain optimistic for the time being. Now, we need to determine whether the financials are reaching a point to allow for development if the project is allowed to proceed. ioneer website Financial Summary of Rhyolite Ridge Current quarterly losses for the project are less than $10 million, with cash on hand equaling $94 million USD. The current estimated capex for the project is $785 million USD, although the current after-tax NPV is expected to be $1.265 billion USD. With ioneer set to earn their money back after just five years, the project would be a fairly profitable endeavor compared to other lithium mines. Also, 50% partner SBSW has pledged over $400 million USD to the project, and this will limit the amount of additional funding that will be necessary over the next few years. ioneer Offtake Partners To secure cash flows in the future, ioneer has already done extensive work to find suitable long-term customers. First came EcoPro, a Korean renewables company, who obtained the first allocation of 7,000 tpa (tons per annum) of lithium. Then in July, Ford was announced as the other 7,000 tpa recipient. Lastly, with an announcement at the end of July, a press release noted that a JV between Toyota and Panasonic was allocated the final 4,000 tpa offtake slot.

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de IONR han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de IONR han aumentado.

Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de ioneer vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de IONR con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (IONR)n/a
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Metals and Mining)1.5%
Analista de previsiones (IONR) (hasta 3 años)0%

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de IONR en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de IONR en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de IONR para determinar si sus pagos de dividendos están cubiertos por los beneficios.

Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que IONR no ha comunicado ningún pago.

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/06 20:15
Precio de las acciones al final del día2026/05/06 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

ioneer Ltd está cubierta por 3 analistas. 1 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Stuart HoweBell Potter
Timothy HoffCanaccord Genuity
Matthew HopeOrd Minnett Limited