ALURION RESOURCES LIMITED (ALU)
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ALU - ALURION RESOURCES LIMITED

FNArena Sector : Aluminium, Bauxite & Alumina
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: N/A
Index:

0

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.39

05 Nov
2026

0.015

OPEN

$0.39

4.00%

HIGH

$0.41

112,980

LOW

$0.38

TARGET
$1.60 310.3% upside
Franking for last dividend paid out: 13%
OTHER COMPANIES IN THE SAME SECTOR
A4N . AAI . AEM . CAA . CAY . LIN . RIO .
FNARENA'S MARKET CONSENSUS FORECASTS
ALU: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) - 5.0 xxx
DPS (cps) N/A xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio N/A xxx
Dividend Yield 0.0% xxx
Div Pay Ratio(%) N/A xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

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Estimated Dividend Growth
(Average Of Past Three Years)

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Amount Invested

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Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 04/03 - ex-div 30c (franking 13%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
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EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

29/10/2026

1

Speculative Buy

$1.60

310.26%

Ord Minnett observes at Alurion Resources' first quarterly update that management is targeting completion of a pre-feasibility study (PFS) for its Amargosa bauxite project by mid-2027, with infill drilling and bulk sampling underway at the Central deposit.

A revised JORC mineral resource estimate is expected in the June 2027 quarter, with US$28.5m in cash available at the end of September to fund development work, the analyst notes.

The company is assessing a direct-shipping operation for higher-grade bauxite, alongside potential beneficiation of lower-grade resources and recovery of valuable heavy minerals, including ilmenite, zircon and monazite.

The broker retains Speculative Buy and its $1.60 target price.

FORECAST
Ord Minnett forecasts a full year FY26 EPS of minus -5.02 cents.
Ord Minnett forecasts a full year FY27 EPS of minus -8.89 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

07/10/2026

1

Speculative Buy

$2.70

592.31%

Canaccord Genuity reiterates its Speculative Buy rating for Alurion Resources with a $2.70 target price following the completion of an independent transport study validating the base-case road haulage strategy at the Amargosa bauxite project in Brazil.

The study confirms the northern route to the Port of Enseada and the southern route to a proposed rail load-out can support up to 11.5m tonnes per annum with no modelled road-capacity constraints.

The analyst notes the company's haulage fleet would account for less than 1% of corridor traffic at base-case volumes, rising to 1.6% at the expanded 11.5m tonnes per annum rate.

Canaccord Genuity believes these results materially de-risk the logistics component of a higher throughput development scenario, supporting a road-link alternative to a dedicated rail spur to potentially lower capital intensity.

A pre-feasibility study due in mid-2027 will assess the increased haulage scenario alongside ongoing engineering studies regarding a potential port expansion to 13.5m tonnes per annum.
Access Extra Coverage Research History >

ALU STOCK CHART

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1
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