IXR (ASX) General Chat / Discussion

Originally posted by roblun: ↑

Here's a classic example with what I'm talking about misleading information, let's break it down
Misrepresentation of Resource Grade

Fact: IXRʼs latest ASX releases and website state the resource is 617Mt @ 630 - 700ppm TREO (the grade varies by resource category and reporting cut-off). Selectively quoting the lowest figure misleads readers and omits the full context.

The 740ppm figure refers to the Stage 1 DFS area specifically (259Mt @ 740ppm)

https://ionicre.com/makuutu/

Makuutu MREC is "free of radionuclides (Uranium and Thorium)", No radioactive waste dumping - this is a key advantage of IAC deposits over traditional REE mining, ASX Ruling

If IXR states on the ASX that there are no radionuclides, they are legally bound to be truthful. The company’s DFS, JORC resource, and all official disclosures confirm negligible uranium/thorium and no radioactive tailings. Any claim to the contrary is not supported by the facts or regulatory filings.

https://www.listcorp.com/asx/ixr/ionic-rare-earths-limited/news/makuutu-mineral-resource-estimate-expanded-3031981.html

ASX release Ionic Absorption Clay, they are legally bound to be truthful. The company’s DFS, JORC resource, and all official disclosures confirms its IAC with all recoveries. Any claim to the contrary is not supported by the facts or regulatory filings.

What if the REO's Prices are low?

Rare Earth Oxide (REO) prices are at multi-year lows:As of May 2025, Nd₂O₃ and Pr₆O₁₁ (the main profit drivers for most Western rare earth projects) are trading around US$53–55/kg, For comparison, feasibility studies for many Western projects—including Australian and North American mines—assumed long-term prices of US$70–100/kg just to break even. Lynas, the largest non-Chinese producer, reported a drop in sales revenue in H1 2025 despite increased production, due to falling prices.

Australia’s Office of the Chief Economist notes that “low prices could cut cobalt and manganese production over the same period” and that NdPr output is only rising due to long-term strategic investment, not current profitability

Like I said, always do your own research, this is a Classic Example of identified the current resource grade 630ppm vs 740ppm combined this with demonstrably false claims about radioactive waste and deposit classification. This pattern of mixing facts with misinformation is particularly problematic, as it makes their posts appear credible while spreading false information.

As holders, just need to keep doing your own research Number 1 priority, don't take anything for granted, stick to Facts: Rely on company announcements, ASX releases, and independent analysis.

Expand

More Examples, @Piav62

https://www.arultd.com/wp-content/uploads/2022/11/202211_Fact_Sheet_-_RADIATION-Optimised.pdf
https://www.fertiliser.org.nz/download/163278/Fact%20Sheet_Uranium_Oct%202022.pdf
https://en.wikipedia.org/wiki/Occurrence_of_thorium

https://www.listcorp.com/asx/ixr/ionic-rare-earths-limited/news/makuutu-mineral-resource-estimate-expanded-3031981.html

You may notice a recurring pattern on this forum involving two usernames.” Neither appears to hold IXR shares, but both frequently post negative or misleading information about IXR and the Makuutu project, Ionic Technologies, their Partners, Stakeholders and Government Support

1. Coordinated Posting: When one starts posting critical or negative comments, the other often replies or continues the thread, reinforcing the same negative narrative.

2. Repetition of Themes: They focus on the same topics—questioning Makuutu’s resource grade, environmental safety, and project economics, Government Grants, Ionic Technologies Tech etc —often repeating points that have already been addressed with facts from company disclosures, the DFS, and independent reports.

3. Distraction from Facts: This back-and-forth can drown out genuine discussion and confuse new investors, even though much of their information is either outdated or contradicted by official ASX releases and independent technical studies.

What should you do?

1. Always check claims against official IXR announcements and the latest DFS or JORC updates.

2. Recognize that persistent, coordinated negativity from non-holders is a common tactic on forums, sometimes to influence sentiment or trading.

3. Focus on evidence-based posts and don’t hesitate to ask for sources when you see bold claims.

4. like you said, "everyone is entitled to their opinion", Always DYOR

If you see those two Usernames combining and replying to each other and dominating a thread with negative commentary, know that this is a recurring pattern. Rely on official sources, and remember: the facts about IXR, Makuutu, Ionic Technologies etc are available in public documents for anyone who wants the truth. The best defence against misinformation is providing accurate, well-sourced information from Companies Website