Australia's largest stock trading and investment forum Australia's #1 stock forum

IXR

Click for more information

11.1%

1.0¢ ionic rare earths limited

Ann: Appointment of Chief Operating Officer, page-19

First 19 Last

Share
Profile

Follow
roblun

5,325 Posts.

2139

14/06/23

12:23

Post #: 68278801
Share

Originally posted by hoodle: ↑

I agree. As most on here would be aware there is no point having a deposit if you have only one customer, the CCP. If a company finds itself in this position, then they are a price taker, and no one wants to be a price taker when there is only one customer. Great business are built on owning the verticle supply chain. As we move from mining, to refining to magnets, the value we present to end users increases substantially. We also capture the value at each stage in the lifecycle. This leads to greater profits than just mining, and because it is a full vertical supply chain, the multiples it will trade on will be higher than just a mining excavation company. Finance should also be easier because lenders are placing less security in Chinese offtakes, and Western countries will gladly offer binding offtakes for non Chinese supply chains. We are witnessing the lLassonde cycle playing out on the price side, while Tim arranges his chess pieces for a long-term strategic play. GLTAH

Expand

IXR Price at posting: 2.2¢ Sentiment: Buy Disclosure: Held
21 Upvote

4 Great analysis

Reply

Top Stories

MND

Monadelphous inks $200M contract with Woodside to help build Pluto LNG – but will it make Scarborough cheaper?

RHK

Red Hawk upgrades Blacksmith with DSO mineral resource at the Eagle Deposit

Nine's staff strike as Paris Olympic coverage begins

MIN

MinRes jumps 5% as the company meets production guidance – depressed iron ore prices be damned

NVA

Nova locks in NASDAQ US market listing at a value of only US$3.3M as ASX gets quieter and quieter

There are more pages in this discussion • 2 more messages in this thread...

First 19 Last

Add IXR (ASX) to my watchlist

(20min delay)
Last 1.0¢		Change 0.001(11.1%)		Mkt cap ! $48.69M

Open	High	Low	Value	Volume
1.0¢	1.0¢	1.0¢	$36.64K	3.664M

Buyers (Bids)

No.	Vol.	Price($)
31	12494651	0.9¢

Sellers (Offers)

Price($)	Vol.	No.
1.0¢	3533650	6

View Market Depth

No.	Vol.	Price($)
31	12494651	0.009
24	11786904	0.008
11	8389435	0.007
6	5835000	0.006
11	10368211	0.005

Price($)	Vol.	No.
0.010	3533650	6
0.011	9918906	13
0.012	3483059	13
0.013	3212706	4
0.014	2909137	7

Last trade - 12.15pm 26/07/2024 (20 minute delay)

IXR (ASX) Chart