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Golf36

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25/07/24

10:13

Post #: 74908104
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Originally posted by Koproskilo: ↑

Thanks Rob, as you said, gives us a guestimation of what they will be producing.

I am just wondering if the supply chain will then dictate certain quantities of specific oxides.

In the separation process, they do run many cycles of the circuit to produce each oxide, just wondering whether
they will allocate more feed stock and tune the ligands to target the more lucrative heavies.

Nd and Pr are the the biggest market with the highest volume, but a lower margin.

terbium and dysprosium is a much smaller volume, but a lot more lucrative.

It will be interesting if the study enlightens us to the targeted volumes of each oxide.

If the demand is there for terbium and LCM say that they will buy everything we can produce, I wonder if they then allocate
more feedstock specifically for it, and run multiple circuits to produce as high a quantity as possible.

I guess the ionic tech guys will analyse the best margin v volume v feedstock v production cost for each oxide, and strike the best commercial balance for the plant....a plant optimisation analysis.

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The reason why we are holding this stock is because there isn't many Companies out there producing Oxide outside of China right at this moment

What makes us stand out is the fact that we can produce Oxide out of Recycled materials and from Mining MREC

Management will really have to try hard to fu# k up this first mover opportunity.

IXR Price at posting: 1.0¢ Sentiment: Hold Disclosure: Held
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