ION iondrive limited

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2.7¢

Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-4

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ProCapitalism

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21/01/25

21:35

Post #: 77502909
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Originally posted by 1982: ↑

Decent outlook coming up, which should see lots of newsflow:

Outlook
Iondrive is positioned to achieve significant milestones in 2025 as it progresses toward commercialising its DES battery recycling technology. Key areas of focus include:
1. Pilot Plant Development: Iondrive plans to complete the construction of a ~1kg/hr
continuous integrated pilot plant at the University of Adelaide by the end of calendar year 2025. This facility will validate the DES process at scale and provide critical insights into operational optimisation, including solvent recovery and black mass pretreatment.
2. Economic Modelling: Independent third-party economic modelling, including NPV and IRR assessments, will be finalised in the March quarter, expected to underline the financial viability of the DES process.
3. Consortium Membership Announcement: In the March quarter, Iondrive will announce the full membership of its European consortium, which spans the entire battery recycling value chain. The consortium will play a critical role in validating and
scaling the DES process.
4. Strategic Collaborations: Iondrive continues to expand its network of technology and industry partners in the EU and USA, focusing on localised solutions and formalising partnerships to support commercialisation.
5. Non-Dilutive Funding: Iondrive is actively seeking non-dilutive funding opportunities
across Australia and the EU to support its initiatives. These efforts aim to secure additional financial resources to accelerate the development and commercialisation of its technology.
6. Ongoing Test work: Preparations for the pilot plant are supported by scale-up testing and an expanding pipeline of recycling technologies. This includes optimising solvent ratios, advancing LFP recycling, and exploring direct recycling techniques.

Kobold withdrawing from the JV is a bit of a kick in the d*ck, so don't expect to much when we eventually flog the assets off. I hope Robert Smillie is incentivised to get as much as possible, and isn't rewarded for just offloading it for a pittance.

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Originally posted by ProCapitalism: ↑

Yeah, I can see the timelines starting to slip already with a slight difference in the wording.

The PFS stated a Stage 1 "semi-continuous" plant will run between Jan - and Jun 2025.

Then, a Stage 2 "integrated plant" will run on a "continuous" basis from July 2025 to 2027.

IONDRIVE LIMITED (ASX:ION) - Ann: Successful PFS paves the way to progress commercialisation, page-1 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

Now from the Quarterly today.

IONDRIVE LIMITED (ASX:ION) - Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-1 | HotCopper Forum

Now the wording has changed slightly to "pilot plant scheduled to be completed in 2025."Why not say, "the pilot plant is to be operational within months?" Or "construction planned within months." Or "news due soon in regards to pilot plant schedule." To me, it seems like they're covering their bases if the timelines continue to slip.

According to the PFS released two months ago, the pilot plant should be under construction now.

I hope ION proves me wrong.

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It was supposed to start in July 2025

Last edited by ProCapitalism: 21/01/25

ION Price at posting: 2.6¢ Sentiment: Buy Disclosure: Not Held
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Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-4

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