Companies / ILU

ILUKA RESOURCES LIMITED

ASX:ILUMaterials
431.2M shares on issueASX (delayed) · as of 28 July 2026$5.83price · delayed$2.54Bmarket cap · indicative
A
Dilution grade

No major dilution pressure signals in current disclosures

Cash runwayno data — not a quarterly (4C/5B) cash filer
Share-count growth (24m)0.8%
Raise cadence (24m)0 cash raises
Options & rights overhang1.2% of shares
In-the-money supply0.0% of shares
Pending proposed issuesnone

ILUKA RESOURCES LIMITED's ordinary share count was 431M as of March 2026, up 0.8% since March 2024. The company has not raised capital in the past 24 months. Options and rights on issue could convert into 5M new shares, equal to 1.2% of the current share count, with 0% in the money at the current share price. The company does not have a current quarterly cash report on file, so no quarterly cash balance or funding-runway figure is disclosed. No proposed securities issues (Appendix 3B) are pending.

AI-generated summary of this page's cited filings · updated 28 July 2026
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1.2%
Max option dilution
0.0%
ITM option dilution
0
Raises · last 12 months
—
Cash cover · not a quarterly filer

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Latest count 431.2M per ASX (delayed) (28 July 2026).
428.9M429.7M430.6MDec 24Sept 25July 26

Cash runway

Not a quarterly cash filer. This company does not lodge Appendix 4C/5B quarterly cash reports, so cash runway does not apply.

Issuance timeline

Latest 5 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)

DateFormSecurityTotal on issue afterSource
9 July 20263G · unquotedILU : ORDINARY FULLY PAID431.2MAppendix 3G
9 July 20263H · cancellationILU : ORDINARY FULLY PAID431.2MAppendix 3H
9 July 20263G · unquotedORDINARY FULLY PAID431.2MAppendix 3G
6 May 20263G · unquotedORDINARY FULLY PAID431.2MAppendix 3G
6 May 20263G · unquotedORDINARY FULLY PAID431.2MAppendix 3G
Paid plan
Full issuance history
Every quoted and unquoted issue and cancellation on record, plus unquoted securities (Appendix 4.2).
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Capital raises

No equity raises in the last 24 months.
Paid plan
Full raise history
Issue price, discount, brokers, purpose and tranche detail for every raise on record.
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Pending proposed issues

No proposed issues (Appendix 3B) currently pending.

Options & convertible securities

1.2%
Total overhang · of current shares
0.0%
In the money · at current price
5.1M
Potential new shares
—
Nearest expiry
Paid plan
Per-line options & expiry cliffs
Each option line — code, strike, expiry, quantity and ITM value — plus the expiry-cliff chart.
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Director dealings

DateDirectorTypeSharesOptionsValueSource
1 May 2026Thomas O'LearyOther79k——3Y notice
6 Mar 2026Thomas O'LearySell———3Y notice
2 Mar 2026Thomas O'LearyOther241k——3Y notice
Paid plan
Full dealing history
Every change-of-director's-interest notice on record, with direction and consideration.
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Ownership

Free account
Top-20 holders & substantial holder notices
Top-20 register snapshot and substantial-holder movements, each linked to its source notice.
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Latest announcements

27 July 2026$PQuarterly Review to 30 June 2026
9 July 2026Notification of cessation of securities - ILU
9 July 2026Notification regarding unquoted securities - ILU
9 July 2026Notification regarding unquoted securities - ILU
1 July 2026$PRare earth concentrate supply agreement with VHM Ltd
22 June 2026$PRare earths update
22 June 2026$PRare earths offtake agreement
6 May 2026Change of Director's Interest Notice - T O'Leary
6 May 2026Notification regarding unquoted securities - ILU
6 May 2026Notification regarding unquoted securities - ILU
5 May 2026Macquarie Conference Presentation - 6 May 2026
30 Apr 2026Final Director's Interest Notice - L Saint
30 Apr 20262026 AGM Voting Results
30 Apr 20262026 AGM - Chairman's and Managing Director's Addresses
28 Apr 2026Change in substantial holding
24 Apr 2026Change in substantial holding
21 Apr 2026$PQuarterly Review to 31 March 2026
8 Apr 2026Notification of cessation of securities - ILU
8 Apr 2026Notification regarding unquoted securities - ILU
1 Apr 2026Initial Director's Interest Notice - G Meyerowitz

Headlines link to the source PDFs on the ASX announcements platform. Data as of 28 July 2026.