
ioneer Ltd is rated a speculative buy, with recent legal and financing progress de-risking its Rhyolite Ridge Lithium/Boron project. IONR's $996M DOE loan guarantee and MoUs with KIND and Hyundai position it near a critical funding inflection point. The project benefits from strong political tailwinds and dual exposure to lithium (~75% projected revenue) and boron (~25%), enhancing revenue stability.


