reports
- Research Team ACF
IXR Update Note IonicTech Magnet Recycling 05092024
Ionic Rare Earths Ltd (ASX:IXR) is a magnet (REOs) recycling (Belfast, UK) and REE mining explorer (Uganda) plus a Brazilian REE Refining JV, excluded from our NPV, with Viridis Mining and Metals Limited (VMM). ACF visited IonicTech’s magnet recycling demo plant in July 2024. Since our last IXR Flash Note, we raise our valuation by 16% to A$ 0.109 vs A$ 0.094 previously and put Makuutu in a maintenance period. IXR has a unique position in the REE recycling ecosystem. IonicTech’s patented technol...
- Research Team ACF
Ionic Rare Earths (IXR) Flash Note REE Magnet Recycling 25072024
Ionic Rare Earths Ltd (ASX:IXR) is a rare earths mining explorer (Uganda) and REO magnet recycling company (Belfast, UK). ACF visited IonicTech’s magnet recycling demo plant in Belfast yesterday, July 2024. IXR has a unique position in the REE recycling ecosystem. IonicTech’s government-backed support (UK govt. £3.7m over 2 yrs) and support from its Northern Ireland constituents (Titanic Quarter and Belfast Harbour) indicate a solid growth strategy and high margin potential. The demo plant is st...
- Research Team ACF
Ionic Rare Earths (IXR) Flash Note AUD5.5m Placement 16052024
Ionic Rare Earths Ltd (ASX:IXR) is a rare earths mining explorer (Uganda) and REO magnet recycling company (Belfast, UK). We have excluded Belfast recycling from our valuation at this stage. IXR is currently ahead of its most recently published schedule. Catalysts since ACF’s IXR Update note published on 06 Feb 2024 include IXR’s A$5.5m placement (funds will be used to support Makuutu and advance Ionic Technologies’ Belfast magnet recycling plant) and a 50:50 JV with Viridis Mining and Minerals ...
- Research Team ACF
Ionic Rare Earths (IXR) Post-Results 1H24 21032024
Ionic Rare Earths Ltd (ASX:IXR) is a rare earths mining explorer (Uganda) and REO magnet recycling company (Belfast, UK). We have excluded Belfast recycling from our valuation at this stage. IXR is currently ahead of its most recently published schedule. Catalysts since ACF’s IXR Update note published on 06 Feb 2024 include 1st mixed rare earth concentrate (MREC) produced, Makuutu’s exploration target upgrade by 40%, and Belfast plant produces its 1st high purity terbium oxide (Tb4O7). In our pr...
- Research Team ACF
IXR Update Note - The Circular Economy 06022024
Ionic Rare Earths Ltd (ASX:IXR). We have raised our valuation range 26%. IXR is a rare earths mining explorer (Uganda) and REO magnet recycling company (Belfast, UK). We have excluded Belfast recycling from our valuation at this stage. Catalysts since ACF’s IXR Initiation note published on 05 Dec 2023 include IXR’s ownership in the Makuutu project rising to 94% up 34pp from 60%; IXR was awarded the first ever large-scale mining licence by the government of Uganda on 18 Jan 2024; IXR appointed a ...
- Research Team ACF
Ionic Rare Earths (IXR) Flash Note Makuutu Licence Signed 25012024
Ionic Rare Earths Ltd (ASX:IXR) is a rare earths mining explorer (Uganda) and REO magnet recycling company (Belfast, UK). We have excluded Belfast recycling from our valuation at this stage. Since ACF’s IXR Initiation note published on 05 Dec 2023 IXR’s ownership in the Makuutu project has increased to 94% up 34pp from 60%. IXR has also been awarded the first ever large-scale mining licence by the government of Uganda on 18 Jan 2024. IXR has also appointed a new Executive Chairman this week. REE...
- Chris Thompson
Ionic Adsorption Clay Deposits Potential to Supply REE for the EV Indu...
REPORT HIGHLIGHTS: (1.0) Rare Earths Industry Crucial for a Green Future (1.1) Rare Earth Elements (REE) play a crucial role in the ongoing energy and environmental transition, serving as critical raw materials in low-carbon technologies, such as permanent magnets in Electric Vehicles (EVs). (1.2) The transition to clean energy to address climate change requires an increased supply of specific minerals to meet the technology demands. Low-carbon technologies often depend on REE, which are recogni...
- Research Team ACF
Ionic Rare Earths (IXR) Initiation 05122023
Ionic Rare Earths Ltd (ASX:IXR) is a rare earths mining explorer (Uganda) and REO magnet recycling company (Belfast, UK). We have excluded Belfast recycling from our valuation. IXR appears significantly undervalued on an intrinsic and EV/M+I basis compared to its peers. REEs are used in permanent magnets – key components of clean energy applications. IXR’s flagship Makuutu Rare Earths project contributes to de-risking global supply chains and has ionic adsorption clay-hosted geology - similar to...
- Chris Thompson
Scandium – A Metal for a Green Future
Scandium (Sc) is an important metal with many applications in various industries, particularly in the production of aluminum-scandium (Al-Sc) alloys and solid oxide fuel cells (SOFCs). Sc is also used in ceramics, electronics, lasers, lighting, and radioactive isotopes. Sc is on the Critical Minerals list for Australia, Canada, the European Union (EU), and the United States (US), but not the United Kingdom (UK). REPORT HIGHLIGHTS: (1.0) Scandium Uses (1.1) Scandium is a lightweight, soft meta...
- Independent Research
Ionic Rare Earths Limited - IIR Report
Full report available at Ionic Rare Earths Limited (“IonicRE” or “the Company”) is working aggressively towards development of its highly prospective Makuutu Rare Earths Project in Uganda. The clay deposit is near-surface, can be mined as a low-cost open pit and heap leach and is simple to process. This, combined with low capex requirements, make Makuutu an attractive source to supply the growing demand for rare earth elements. Uniquely, Makuutu’s basket of metals is weighted to heavy rare ear...
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