ioneer Ltd

NasdaqCM:IONR Rapport sur les actions

Capitalisation boursière : US$300.5m

ioneer Croissance future

Future contrôle des critères 0/6

Les bénéfices de ioneer devraient diminuer de 32.5% par an. Le BPA devrait diminuer de 28.8% par an.

Informations clés

-32.5%

Taux de croissance des bénéfices

-28.77%

Taux de croissance du BPA

Metals and Mining croissance des bénéfices14.2%
Taux de croissance des recettesn/a
Rendement futur des capitaux propres-3.01%
Couverture par les analystes

Low

Dernière mise à jour05 May 2026

Mises à jour récentes de la croissance future

Pas de mise à jour

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.

Prévisions de croissance des bénéfices et des revenus

NasdaqCM:IONR - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20251-8-19-6N/A
6/30/20251-10-21-7N/A
3/31/20250-10-27-7N/A
12/31/2024N/A-10-32-7N/A
9/30/2024N/A-9-38-7N/A
6/30/2024N/A-8-44-7N/A
3/31/2024N/A-6-43-6N/A
12/31/2023N/A-3-43-5N/A
9/30/2023N/A-5-43-7N/A
6/30/2023N/A-6-42-8N/A
3/31/2023N/A-8-42-10N/A
12/31/2022N/A-9-41-11N/A
9/30/2022N/A-9-40-10N/A
6/30/2022N/A-9-38-9N/A
3/31/2022N/A-9-35-9N/A
12/31/2021N/A-9-31-7N/A
9/30/2021N/A-8-26-6N/A
6/30/2021N/A-8-23-5N/A
3/31/2021N/A-7-27-5N/A
12/31/2020N/A-7-31-6N/A
9/30/2020N/A-5-33-5N/A
6/30/2020N/A-4-36-5N/A
3/31/2020N/A-3-31-4N/A
12/31/2019N/A-3-35-4N/A
9/30/2019N/A-2N/A-4N/A
6/30/2019N/A-1N/A-3N/A
3/31/2019N/A0N/A-3N/A
12/31/2018N/A0N/A-3N/A
9/30/2018N/A-1N/A-2N/A
6/30/2018N/A-2N/A-2N/A
3/31/2018N/A-4N/A-2N/A
12/31/2017N/A-7N/A-2N/A
9/30/2017N/A-6N/A-2N/A
6/30/2017N/A-6N/A-1N/A
3/31/20170-3N/A-1N/A
12/31/20160-1N/A-1N/A
9/30/20160-2N/A0N/A
6/30/20160-4N/A0N/A
3/31/20160-4N/A0N/A
12/31/20150-4N/A0N/A
9/30/20150-2N/A0N/A
6/30/20150-1N/A0N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: IONR devrait rester non rentable au cours des 3 prochaines années.

Bénéfices vs marché: IONR devrait rester non rentable au cours des 3 prochaines années.

Croissance élevée des bénéfices: IONR devrait rester non rentable au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Données insuffisantes pour déterminer si les revenus de IONR devraient croître plus rapidement que le marché US.

Croissance élevée des revenus: Données insuffisantes pour déterminer si les revenus de IONR devraient croître plus rapidement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: IONR devrait être non rentable dans 3 ans.

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/06 11:10
Cours de l'action en fin de journée2026/05/06 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

ioneer Ltd est couverte par 3 analystes. 1 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Stuart HoweBell Potter
Timothy HoffCanaccord Genuity
Matthew HopeOrd Minnett Limited