Iluka Resources' MAC Iron Ore Royalty: the best mining asset in Australia?

Sandon Capital believes Iluka's Mining Area C Royalty (MAC Royalty) is the best asset in the Australian mining sector and also the cheapest. In order to have the market properly value the MAC Royalty, we believe Iluka should demerge the royalty via an in-specie distribution to existing shareholders. We have published a detailed presentation outlining this investment thesis as well as a white paper on the MAC Royalty. Both publications can be found on our website at: (VIEW LINK)


1 topic

1 stock mentioned

Gabriel is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the portfolio manager of the Sandon Capital Activist Fund and Sandon Capital Investments Limited. Sandon Capital also...

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.