11/09/2025 09:29

IGO Ltd (IGO) $4.12

IGO tumbled 14% on Wednesday following the CATL news, one of four stocks to end the day down 14% or more. The company delivered a disappointing 4Q result, including weak lithium production and softer cash flow.

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12/08/2025 08:59

IGO Ltd (IGO) $5.43

Last month’s 4Q results were mixed, with strong performance from Nova Nickel project more than offset by weaker lithium production and softer cash flow. Disappointingly FY26 guidance points to a slower ramp-up at Greenbushes and elevated costs at Nova with the weaker-than-expected production guidance reflecting delays and ongoing ramp-up issues.

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30/07/2025 17:21

IGO Ltd (IGO) $4.64

IGO -7.2%: 4Q results were mixed, with strong performance from Nova Nickel project more than offset by weaker lithium spodumene Greenbushes production and softer cash flow.

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29/07/2025 09:18

IGO Ltd (IGO) $5.00

Yesterday saw IGO endure a sharp -6.7% pullback as lithium related names came under the hammer. However, IGO is a low-cost currently profitable producer which will benefit from further strength in lithium prices with a far higher degree of certainty than some of its peers.

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10/04/2025 09:43

IGO Ltd (IGO) $3.12

Lithium/nickel miner IGO is doing everything it can to get things right.  FY25 production is tracking to the top end of guidance, while costs are to the lower end, a rare and pleasant combination. 

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20/03/2025 09:54

IGO Ltd (IGO) $4.28

IGO closed marginally higher on Wednesday as the lithium/nickel miner continued to bounce. If EV sales and sentiment toward the sector improve, IGO could quickly recover some of its recent deep losses.

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18/03/2025 09:04

IGO Ltd (IGO) $4.28

IGO popped +7.2% on Monday as the lithium/nickel miner bounced a few days after RBC raised their price target for IGO to $6 - coincidentally, our technical upside target.

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21/01/2025 09:30

IGO Ltd (IGO) $5.46

IGO initially slipped lower on Monday after announcing it would post a loss from its West Australian lithium (Li) processing facility as the miner struggles to find buyers for its product like many of its peers in the current weak market.

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13/12/2024 09:03

IGO Ltd (IGO) $5.12

IGO is one of the lowest-cost global producers of lithium (Li), with a net cash position of $259 million, which positions it strongly for when the Li price finally turns.

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03/12/2024 09:47

South32 v IGO Ltd (IGO)

IGO is the lowest-cost lithium (Li) producer on the ASX. In the September quarter of FY24, its cash cost of producing lithium spodumene concentrate was ~A$277 per tonne and they are very leveraged to prices as they continue to ramp up Greenbushes.

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