ILKAY — Stock Film
STOCK FILMSCENE 1/10ILKAY · $20.99
Stock Expert AI presents
ILKAY
Iluka Resources Limited
~3 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Iluka Resources Limited. A quick introduction.

On the stock market since 2011, it operates in the world of raw materials. It has 1,000 employees. Now — the numbers.

on the stock market since 2011
1,000 employees
$1.8B market value
Revenue last year:
$0
The loss that same year:
$0
For every $1 it earns, the company spends $1.3.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

THE SALES TREND
Sales have been shrinking.

An average decline of 11% a year over the last 4 years — the most striking risk in this picture. Red columns mark years that ended in a loss.

$1.6B
2021
$1.6B
2022
$1.3B
2023
$1.2B
2024
$980.9M
2025
In the vault right now:
$0
DEBT: $1.1B
At this pace, that money lasts less than a year.

Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 3 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

WEAK SPOTS
Growth has stalled2/10
Heavy bets against the stock2/10
Each sale is made at a loss3/10
WORTH WATCHING

Revenue Growth: Sales are growing slowly.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 54% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/1
Pays a steady dividend

It pays out $0.17 per share each year — regular cash for whoever holds the stock.

1
THE RISKS · 1/2
Lost money last year

A loss of $278.6M against $980.9M in annual sales. And on top of that, sales fell from the year before.

2
THE RISKS · 2/2
The cash has a countdown

At the current pace of spending, the cash lasts less than a year. After that, the company needs to find new money.

FINALE · THE GRADE
D
0 / 100 · MoonshotScore

On our five-subject report card, ILKAY sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: ILKAY has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Jul 22, 2026 · stockexpertai.com · Stock Film