INR 7.14% 22.5¢ ioneer ltd

Ann: 2023 AGM - Chairman's Address, page-5

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  1. 50 Posts.
    lightbulb Created with Sketch. 9
    Good to see Calaway remind the market of what differentiates INR from most other lithium companies on the ASX.

    They will produce a battery ready LCE rather than spodumene which needs a lot more expensive and largely non domiciled processing before it has a use. The flowsheet/plant technology is not leading (or bleeding) edge. Funding is largely in place. Etc.

    Plus I share his confidence re the permitting.

    I also like the increased sharing in the last few months of the potential from the rest of the deposit.

    Feeling good about this one and will probably top up (although I'm already somewhat overweight).
 
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