USB is forecasting earnings:
12/2017E $0.24 based on Zircon price US$1,045/t, sales 339kt Zircon
12/2018E $0.40 based on Zircon price US$1,295/t, sales 390kt Zircon
12/2019E $0.79 based on Zircon price US$1,375/t, sales 357kt Zircon
12/2020E $1.08
12/2021E $1.27
EPS Sensitivities
Column 1 Column 2 Column 3 Column 4 Column 5 0 Commodity Base Change 2017E 2018E 2019E 1 Synthetic Rutile kt US$100/t 132% 90% 37% 2 Zircon kt US$100/t 239% 162% 75% 3 Rutile kt US$100/t 121% 124% 44% 4 Ilmenite kt US$10/t 1% 5% 2%
So if realised Zircon sales price is US$1,305/t rather than US$1,295/t for 2018 then earnings would be $0.46 rather than $0.40, all else being equal. So even a small bump in the Zircon price is a big deal for Iluka.
Chart req, page-24
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$5.52 |
Change
0.070(1.28%) |
Mkt cap ! $2.603B | |||
| Open | High | Low | Value | Volume |
| $5.53 | $5.58 | $5.48 | $8.554M | 1.549M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 273 | $5.51 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.52 | 23600 | 2 |
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| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| ILU (ASX) Chart |
