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![Filapek Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::283392877.png) Rudi Filapek-Vandyck [@Filapek](/creator/twitter/Filapek) on x 8850 followers
Created: 2025-07-22 23:43:21 UTC

Citi on Iluka $ILU: "JunQ revenue of $289m was broadly in-line with Citi and up XX% on MarQ. 

"Total Z/R/ZR sales of 133kt were X% below Citi but up XX% on MaQ. Average Z/R/SR realisation of $2,110/t was X% below Citi and up X% on MarQ. 

"ILU has not provided Z price or sales guidance for Q3 CY25 given macro uncertainty. 

"Q2 realised Z price was down X% on MarQ and it's not clear that Z prices have bottomed out. Balranald on track for 2H CY25 commissioning still. Net debt (including refinery) at $502m."
#stockinfocus #XJO #equities #investing


XXX engagements

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**Related Topics**
[macro](/topic/macro)
[$2110t](/topic/$2110t)
[$289m](/topic/$289m)
[$ilu](/topic/$ilu)
[$iluax](/topic/$iluax)

[Post Link](https://x.com/Filapek/status/1947804690860900525)