Lindian Res. (LIN) is held by 44 ASX ETFs. Over the last 3 months it fell 53.9%: on $10,000, −$5393. We explain 7 big moves in that time.
About LIN
- SectorMaterials
- IndustryMaterials
- Size$823.0m
- Held by44 ETFs
- Big moves7 in 3M
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- −25.2%30 Sep 2026· Operational
A trading halt was lifted alongside an announcement that Kangankunde concentrate export remains unchanged, which the market interpreted negatively, triggering a sharp sell-off.
- −8.5%3 Sep 2026· Contract
Lindian Resources fell sharply after announcing a binding offtake and oxide separation partnership with Carester, likely triggering a 'sell the news' reaction to a market-sensitive deal that disappointed investors or raised dilution/execution concerns.
- +18.3%11 Aug 2026· Regulatory
Lindian Resources rebounded sharply after trading resumed following a suspension, as fears over the company's Malawi mining licence were resolved or eased.
- +18.3%10 Aug 2026· Regulatory
Lindian Resources shares surged after resolving media speculation regarding its Kangankunde rare earths licence, with the Malawi Government confirming the licence remains valid and the company securing control of SARECO.
- −11.0%5 Aug 2026· Unknown
Profit-taking and sentiment reversal after a strong recent run-up drove Lindian Resources shares down, with no company announcement to explain the move and the broader materials sector actually rising on the same day
- −8.0%28 Jul 2026· Regulatory
Lindian Resources fell sharply after the ASX issued a price query, signalling to the market that the stock's recent rally lacked sufficient fundamental justification, triggering a sell-off as investors de-risked their positions.
- +10.4%27 Jul 2026· Sector Flow
LIN.AX rose sharply alongside a broad rally in the ASX Materials sector, which gained over 2.4% on the same day, lifting stocks across the sector including this one.
Held by 44 ETFs
Of every $10,000 in each fund, how much is in LIN today.
- HGENGlobal X Hydrogen ETF$3773.77%
- ITEKiShares Future Tech Innovators ETF$1211.21%
- QNDQBETASHARES NASDAQ 100 EQUAL WEIGHT ETF$970.97%
- NDQBetaShares Nasdaq 100 ETF$920.92%
- HNDQBETASHARES NASDAQ 100 CURRENCY HEDGED ETF$920.92%
- IHQLiShares MSCI World ex Australia Quality (AUD Hedged) ETF$650.65%
- IQLTiShares MSCI World ex Australia Quality ETF$630.63%
- QHALVanEck MSCI International Quality (AUD Hedged) ETF$600.60%
- WVOLiShares MSCI World ex Australia Minimum Volatility ETF$600.60%
- QUALVanEck MSCI International Quality ETF$590.59%
Why did LIN fall 8.5% on 3 Sep 2026?
Lindian Res.
Lindian Resources fell sharply after announcing a binding offtake and oxide separation partnership with Carester, likely triggering a 'sell the news' reaction to a market-sensitive deal that disappointed investors or raised dilution/execution concerns.
The timing is tightly aligned — the ASX market-sensitive announcement dropped at 23:37 UTC on 2 Sep, and the price move was detected at 01:40 UTC on 3 Sep, with news coverage confirming the Carester binding offtake and oxide separation partnership. The sector index (AXMJ) moved only +0.28%, ruling out broad sector pressure as the cause. The 'sell the news' dynamic is the most plausible explanation: the deal is a positive milestone (binding offtake, 10-year term) but the market reaction was negative, suggesting investors were disappointed by deal terms, potential dilution, or execution risk embedded in the Kazakhstan facility — the underlying event is nonetheless a contract/partnership award.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
ASX announcements
News coverage
Sector / macro signals
What it did to the 44 ETFs holding LIN
On $10,000 in each fund, at the weight it holds today
- HGEN3.77% of the fund−$32
- ITEK1.21% of the fund−$10
- QNDQ0.97% of the fund−$8
- NDQ0.92% of the fund−$8
- HNDQ0.92% of the fund−$8
- IHQL0.65% of the fund−$5
- IQLT0.63% of the fund−$5
- QHAL0.60% of the fund−$5
- WVOL0.60% of the fund−$5
- QUAL0.59% of the fund−$5
The 10 that hold it most. All 44 are listed on the page under Held by.