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Iluka Resources: Deep Value, If Western Resilience Holds

Iluka Resources is about to be a key player in western rare earth security, and will likely receive appropriate political backing. The new Eneabba Refinery will be the biggest rare earth refinery in Australia, and a key asset in western mineral security. Despite weak on paper financials, investors seem to be expecting a surge in earnings, though still hedging somewhat.

Seeking Alpha • Jun 17, 2026

🧮 Earnings Move Analyzer

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