ioneer Ltd ADS/$IONR

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About ioneer Ltd ADS

Ioneer Ltd is a mineral exploration and development company. The company's focus is on the Rhyolite Ridge Lithium-Boron Project located in Nevada, USA. Geographically, the group has a business presence in Australia and North America. The company's focus is to develop a U.S.-based source of lithium and boron.

Ticker

$IONR
Sector
Primary listing

Employees

1

Headquarters

North Sydney, Australia

ioneer Ltd ADS Metrics

BasicAdvanced
$314M
-
-$0.00
1.15
-

Bulls say / Bears say

Ioneer has signed a binding five-year agreement to supply Toyota-Panasonic’s Prime Planet Energy & Solutions with 4,000 tonnes of lithium carbonate per year, marking Rhyolite Ridge as a key U.S. lithium provider (Reuters).
The company also secured a mid-July offtake deal with Ford Motor, expanding its customer base and lowering its commercial execution risk ahead of production (Reuters).
Management says they are confident in finding a new equity partner to replace Sibanye Stillwater and fulfill the terms of its about $966 million U.S. government loan, aided by about 80% of initial output already committed to Ford and EcoPro, which helps de-risk project financing (FT).
Lithium prices have fallen to their lowest since 2021, putting pressure on Rhyolite Ridge’s projected revenues and hurting expected returns for the project (FT).
The capital expenditure for Rhyolite Ridge is now estimated at about $1.27 billion, nearly double the 2020 estimate of $785 million, increasing funding requirements and the risk of equity dilution (FT).
Conservation groups have filed a lawsuit against the project citing potential harm to the endangered Tiehm’s buckwheat, which could lead to regulatory delays and higher legal costs (FT).
Data summarised monthly by Lightyear AI. Last updated on 10 Oct 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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