ASX Announcements
Notification of cessation of securities - IGO
Appendix 3H (Notification of cessation of securities)
- Nov 18, 2024
- 5 pages
September
- Opinion
- Chanticleer
IGO boss rides lithium rollercoaster with the EV faithful
Large cap miner IGO is one of the faces of the critical metals rout. It’s hit its new CEO harder than most.
- Anthony Macdonald
July
These cheap mining stocks still offer opportunity for investors
A drop in mining business valuations has opened a window of opportunity for investors looking to lock in cheap prices and potentially big dividends.
- Tom Richardson
February
- Opinion
- Chanticleer
What we learnt from Regal, IGO, Lovisa and APA’s results
Regal is on the lookout for more managers, IGO does not want to air its dirty laundry, Lovisa blows shorts away and APA reminds us why gas is important.
- James Thomson and Anthony Macdonald
January
- Opinion
- Critical minerals
Nickel miners face a four-year winter
A leading nickel forecaster believes it could be 2028 before nickel markets return to balance, and it’s wrong to suggest all Indonesian nickel is “dirty”.
- Peter Ker
- Opinion
- Chanticleer
Mining tearaway went all in on battery metals, now there is no turning back
One Australian miner tells the story of the nickel and lithium routs better than most. Now it is clinging on for dear life.
- Anthony Macdonald
- Analysis
- Critical minerals
Greenbushes cuts a reminder that lithium is not iron ore
When the lowest-cost producer starts cutting profitable volumes, you know the Australian mining industry has changed.
- Peter Ker
Australia’s best lithium mine to taper production in boost for rivals
IGO Limited confirmed production at Greenbushes was likely to be “marginally reduced” because the mine’s owners had ordered less volume than expected.
- Peter Ker
Lithium’s M&A frenzy is the wildcard ahead of confession season
Lower lithium and nickel prices clearly present an impairment indicator for company directors to consider. But big takeover bids could save the day.
- Updated
- Peter Ker
The eight mines most at risk of closure amid a battery metals slump
The boom in battery metal prices has turned to bust, prompting closure of high-cost Australian lithium and nickel operations. Could these be the next to shut?
- Peter Ker
- Analysis
- Critical minerals
Why nickel could heal BHP’s rift with the Albanese government
Australia’s biggest company and the federal government spent 2023 feuding. Could they find common ground in 2024 around a loss-making, 51-year-old smelter?
- Peter Ker
December 2023
Struggling nickel sector ‘disappointed’ by critical minerals snub
Nickel bosses are dismayed at being left off the Albanese government’s critical minerals list when low prices have imperilled hundreds of jobs.
- Peter Ker and Brad Thompson
- Opinion
- Chanticleer
Battery metals sound good, they just don’t always work out that way
We need more nickel to fuel the energy transition, so why has one of the ASX’s pure play nickel mainstays gone under?
- Anthony Macdonald
Eyes on Forrest, IGO as nickel’s nightmare year claims Panoramic
A surfeit of Indonesian nickel and weather disruptions have forced a former takeover target into administration. Will a fire sale lure IGO or Andrew Forrest?
- Peter Ker and Brad Thompson
- Opinion
- Chanticleer
True believers bailing on IGO’s lithium vision
Investor sentiment towards IGO is sliding with the lithium price and the new CEO faces a big test.
- Anthony Macdonald
November 2023
Fire halts production at big Australian lithium mine
One of the world’s biggest hard rock sources is out of action as prices for the battery mineral slump.
- Peter Ker and Brad Thompson
September 2023
- Opinion
- Mergers & acquisitions
Rinehart raid another case of eleventh hour M&A antics
Gina Rinehart’s raid on takeover target Liontown is direct from the Andrew Forrest and Chris Ellison M&A playbook.
- Peter Ker
August 2023
BHP says onshore smelting at heart of green metals pivot
Investment in Australian smelters will underpin BHP’s plan to capitalise on the $9.6 billion OZ Minerals deal.
- Peter Ker
July 2023
IGO won’t invest in Panoramic Resources’ $40m raise; discount at 45.7pc
The nickel, copper and cobalt explorer’s largest shareholder won’t open its chequebook, Street Talk can reveal.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Chanticleer
Critical minerals’ $6b cost crisis arrives at the worst possible time
South32 has added to a series of cost blowouts at critical minerals projects that are part of a broader global scramble for materials, labour and skills.
- Updated
- James Thomson
June 2023
Andrew Forrest pivots on hydrogen trucks
Fortescue is the world’s biggest hydrogen bull, but the company now reckons batteries are the immediate low carbon solution for big mining trucks.
- Updated
- Peter Ker