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2026-11-06
◂ Monitor IGO ASX

IGO Limited

Producer · Lithium · Nickel · Copper · Cobalt · Australia · United States Rating locked: sign in to view v8 · igo-20261024t184706-full
Last 2026-11-06
A$4.96
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$3.8B
EV
A$3.3B
Cash
A$386.5M
Debt
A$0
2 newer ASX announcements not yet reflected in this valuation

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory22 documents
IGO local eligible closing-price observationMarket Data · HighExtracted

Verified current-cutoff local ordinary-share close A$5.51; price is not a 24 October live quote.

Document ID
doc-igo-price-20261013
Published UTC
2026-10-13T05:00:00Z
Projects
—
Commodities
—
Open original source ↗
10-05-calendarOther · HighExtracted

Material issuer source reviewed on the specified physical pages; financial and physical values retain native scope. Issuer gives the publication date only; midnight is a date-precision timestamp placeholder, and next business day is used conservatively for chart timing.

Document ID
doc-igo-2026-10-05-calendar
Published UTC
2026-10-04T14:00:00+00:00
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
Resources and Energy Quarterly September 2026Other · HighPartial

Official nominal and real SC6/LHM outlook on physical page 126, with battery demand and competing supply discussion pages 122–125. Nominal forecast rows are used with nominal discount rates.

Document ID
doc-igo-2026-10-02-req
Published UTC
2026-10-02T00:00:00Z
Projects
—
Commodities
lithium
Open original source ↗
09-29-holder-ceaseOther · HighExtracted

Material issuer source reviewed on the specified physical pages; financial and physical values retain native scope. Issuer gives the publication date only; midnight is a date-precision timestamp placeholder, and next business day is used conservatively for chart timing.

Document ID
doc-igo-2026-09-29-holder-cease
Published UTC
2026-09-28T14:00:00+00:00
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
09-29-holder-becomeOther · HighPartial

Material issuer source reviewed on the specified physical pages; financial and physical values retain native scope. Issuer gives the publication date only; midnight is a date-precision timestamp placeholder, and next business day is used conservatively for chart timing.

Document ID
doc-igo-2026-09-29-holder-become
Published UTC
2026-09-28T14:00:00+00:00
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
09-23-retractionOther · HighExtracted

Material issuer source reviewed on the specified physical pages; financial and physical values retain native scope. Issuer gives the publication date only; midnight is a date-precision timestamp placeholder, and next business day is used conservatively for chart timing.

Document ID
doc-igo-2026-09-23-retraction
Published UTC
2026-09-22T14:00:00+00:00
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
09-07-capitalCorporate Action · HighExtracted

Material issuer source reviewed on the specified physical pages; financial and physical values retain native scope. Issuer gives the publication date only; midnight is a date-precision timestamp placeholder, and next business day is used conservatively for chart timing.

Document ID
doc-igo-2026-09-07-capital
Published UTC
2026-09-06T14:00:00+00:00
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
08-27-resourcesResource Update · HighPartial

Material issuer source reviewed on the specified physical pages; financial and physical values retain native scope. Issuer gives the publication date only; midnight is a date-precision timestamp placeholder, and next business day is used conservatively for chart timing.

Document ID
doc-igo-2026-08-27-resources
Published UTC
2026-08-26T14:00:00+00:00
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
FY26 Results PresentationOther · LowMetadata Only

Prepared supporting source inventoried; superseded historical detail was not needed after reviewing annual and June tables.

Document ID
doc-igo-2026-08-27-results-presentation
Published UTC
2026-08-26T21:33:49Z
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
FY26 Financial ResultsResults · HighExtracted

Material issuer source reviewed on the specified physical pages; financial and physical values retain native scope.

Document ID
doc-igo-2026-08-27-financial-results
Published UTC
2026-08-26T21:33:29Z
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
2026 Annual ReportResults · HighPartial

Material issuer source reviewed on the specified physical pages; financial and physical values retain native scope.

Document ID
doc-igo-2026-08-27-annual
Published UTC
2026-08-26T21:32:59Z
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
Appendix 4EOther · LowMetadata Only

Prepared supporting source inventoried; superseded historical detail was not needed after reviewing annual and June tables.

Document ID
doc-igo-2026-08-27-appendix4e
Published UTC
2026-08-26T21:32:39Z
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
June 2026 Quarterly Activities ReportResults · HighExtracted

Material issuer source reviewed on the specified physical pages; financial and physical values retain native scope.

Document ID
doc-igo-2026-07-28-june-quarter
Published UTC
2026-07-27T22:24:44Z
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
07-15-nova-saleTransaction · HighExtracted

Material issuer source reviewed on the specified physical pages; financial and physical values retain native scope. Issuer gives the publication date only; midnight is a date-precision timestamp placeholder, and next business day is used conservatively for chart timing.

Document ID
doc-igo-2026-07-15-nova-sale
Published UTC
2026-07-14T14:00:00+00:00
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
March 2026 Quarterly PresentationOther · LowMetadata Only

Prepared supporting source inventoried; superseded historical detail was not needed after reviewing annual and June tables.

Document ID
doc-igo-2026-04-24-march-presentation
Published UTC
2026-04-23T22:14:35Z
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
March 2026 Quarterly Activities ReportOther · LowMetadata Only

Prepared supporting source inventoried; superseded historical detail was not needed after reviewing annual and June tables.

Document ID
doc-igo-2026-04-24-march-quarter
Published UTC
2026-04-23T22:14:00Z
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
1H26 Half Year Results PresentationOther · LowMetadata Only

Prepared supporting source inventoried; superseded historical detail was not needed after reviewing annual and June tables.

Document ID
doc-igo-2026-02-19-half-financial
Published UTC
2026-02-18T21:10:06Z
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
December 2025 Half Year Financial Report and Appendix 4DOther · LowMetadata Only

Prepared supporting source inventoried; superseded historical detail was not needed after reviewing annual and June tables.

Document ID
doc-igo-2026-02-19-half-presentation
Published UTC
2026-02-18T21:09:27Z
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
December 2025 Quarterly Activities ReportOther · LowMetadata Only

Prepared supporting source inventoried; superseded historical detail was not needed after reviewing annual and June tables.

Document ID
doc-igo-2026-01-29-december-quarter
Published UTC
2026-01-28T21:13:25Z
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
1Q26 Quarterly Results PresentationOther · LowMetadata Only

Prepared supporting source inventoried; superseded historical detail was not needed after reviewing annual and June tables.

Document ID
doc-igo-2025-10-30-september-presentation
Published UTC
2025-10-29T21:14:33Z
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
1Q26 Quarterly Activities ReportOther · HighPartial

Material issuer source reviewed on the specified physical pages; financial and physical values retain native scope.

Document ID
doc-igo-2025-10-30-september-quarter
Published UTC
2025-10-29T21:14:13Z
Projects
—
Commodities
lithium · nickel · copper · cobalt
Open original source ↗
Original Tianqi lithium JV presentation: operating designOther · HighPartial

Publication time unavailable; timestamp normalized to00:00UTC and effective date conservatively next session. Only cover and physical29 operating design read: Train1 nominal24ktpa, historical6.3 SC6 units/t hydroxide recovery design. Original timeline, prices and cost forecasts are not used as current guidance.

Document ID
doc-igo-2020-12-09-jv-design
Published UTC
2020-12-09T00:00:00Z
Projects
—
Commodities
lithium
Open original source ↗
Evidence facts46
igo-f1cash

386500000 AUD

2026-06-30
igo-f2book_equity

2240200000 AUD

2026-06-30
igo-f3debt

0 AUD

2026-06-30
igo-f4lease_liabilities

16800000 AUD

2026-06-30
igo-f5undrawn_facilities

300000000 AUD

2026-06-30
igo-f6revenue

462900000 AUD

2026-06-30
igo-f7npat

145300000 AUD

2026-06-30
igo-f8operating_cash_flow

132400000 AUD

2026-06-30
igo-f9capex

1100000 AUD

2026-06-30
igo-f14ownership_pct

24.99 %

2026-10-13
igo-f15ownership_pct

49 %

2026-10-13
igo-f18resource_tonnes

457000000 t

2025-12-31
igo-f19resource_grade

1.6 %

2025-12-31
igo-f20resource_contained

7000000 t

2025-12-31
igo-f21reserve_tonnes

176000000 t

2025-12-31
igo-f22reserve_grade

1.9 %

2025-12-31
igo-f23reserve_contained

3300000 t

2025-12-31
igo-f36product_spec

Lithium hydroxide monohydrate; 99.1% battery-grade FY26 output text

2026-06-30
igo-f37feed_source

Greenbushes spodumene concentrate through TLEA text

2026-10-13
igo-f39royalty_type

net smelter return text

2026-10-13
igo-f40royalty_rate

1.5 %

2026-10-13
igo-f41underlying_asset

Forrestania gold tenements operated by Medallion text

2026-10-13
igo-f42underlying_stage

pre_production text

2026-10-13
igo-f10ebitda

285900000 AUD

2026-06-30
igo-f13quarterly_net_burn

-64000000 AUD

2026-06-30
igo-f17ownership_pct

100 %

2026-10-13
igo-f24head_grade

1.73 %

2026-06-30
igo-f25production_fy

15304 t

2026-06-30
igo-f30head_grade

1.52 %

2026-06-30
igo-f31recovery_pct

81 %

2026-06-30
igo-f32throughput

1236984 t

2026-06-30
igo-f33c1_cost

4.74 AUD/lb

2026-06-30
igo-f34processing_cost_per_t

18379 AUD/t

2026-06-30
igo-f35plant_capex

79500000 AUD

2026-06-30
igo-f38plant_stage

operating text

2026-10-13
igo-f11shares_basic

757267813 shares

2026-09-07
igo-f12shares_fully_diluted

761508233 shares

2026-09-07
igo-f16ownership_pct

100 %

2026-10-13
igo-f26reserve_tonnes

500000 t

2026-06-30
igo-f27reserve_grade

1.44 %

2026-06-30
igo-f28reserve_contained

7400 t

2026-06-30
igo-f29resource_contained

7600 t

2026-06-30
price-igo-localClosing ordinary share price

5.51 AUD/share

2026-10-13
req-sc6-2031Nominal 2031 SC6 forecast

1652 USD/t SC6

2026-10-02
kw-nameplate-originalTrain1 nominal design capacity

24000 t LHM/year

2020-12-09
kw-feed-designHistorical design feed ratio

6.3 t SC6/t LHM

2020-12-09
Conflicts requiring judgment3
  • South Iron Cap exploration target

    Later issuer retraction overrides annual target statement only; no target value credited. Financial and reserve/resource statements remain valid.

  • Outstanding incentive rights

    Latest September capital statement supersedes August share registry snapshot; ordinary shares unchanged and rights reconciled.

  • September quarterly release date

    5 October announcement gives 29 October results webcast, replacing prior indicative calendar.