ITM itech minerals ltd

3.03%

3.2¢

Thanks for the great comparison on rare earth projects...

First 6 Last

Share
Profile

Follow
mileraFC

491 Posts.

137

11/08/22

11:37

Post #: 63053152
Share

Originally posted by setfire2thehive: ↑

Some more solid results and the tenement still fairly underdrilled so the other areas are also unknown and potential for expansion. Only 1/4 tenements as well the others have some decent results in areas as well.

Met work only a short while away and will test the leachability and ionic materially spatially across the tenements.

ITM only 1/4 project proven to have ionic material. IXR, ABX and AR3. IXR is obviously the most advanced and developed and quite economical as proven in the SS.

ABX results are extremely thin and deep. They're suggesting in-situ leaching as an option (highly unlikely to ever get approved it's why the chinese/myanmar ionic got shut down.
AR3 is at surface but so thin meaning is spatially a nightmare and will struggle to delineate a resource large enough if infact the strip is good enough to make in mineable. Secondly lots of calcium in host rock meaning the acid dosing is quite aggressive and therefore expensive. Area is very environmentally delicate will be hard to get approvals.

ITM seems to me to be the most prospective of the remaining 2 and compared to the other 20 whom are generally finding worse results but are deliberately avoiding salt leaching IMHO.

ITM also aren't 100% locked on economic viability of the REO alone at they begin to indicate potential for Kaolin-REO as by products.

Above that ITM continues to progress it's graphite project which already have mining and processing licence - major de-risk. SS to be updated towards end of the year. Was a 100M NPV then - now to be updated with spherical graphite production as per the updated met results via ANZAPLAN.

All within very close proximity to each other.

Looks quite good, i'll probably start the second accumulation at levels below this. 30m EV is very solid for prospective of their 2 streams and management been quite professional through-out.

SF2TH

Expand

Thanks for the great comparison on rare earth projects @setfire2thehive! Do like the sound of rapid progress on met testing, this is obviously going to be critical.

Final results of ANZAPLAN testing including processing of spherical graphite using sustainable low cost approach also expected by the end of this month.

ITM Price at posting: 39.0¢ Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

Reply

Top Stories

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

SGQ

St George banks $5M from placement to ramp up Araxá Rare Earths Project

Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

ASE

Astute delivers high-grade lithium hits at Red Mountain

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

RNU

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

Most investors will get this earnings season wrong. Will you?

FTL

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

First 6 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 3.2¢		Change -0.001(3.03%)		Mkt cap ! $5.466M

Open	High	Low	Value	Volume
3.2¢	3.2¢	3.2¢	$3.503K	109.4K

Buyers (Bids)

No.	Vol.	Price($)
4	217032	3.2¢

Sellers (Offers)

Price($)	Vol.	No.
3.3¢	87871	2

View Market Depth

No.	Vol.	Price($)
4	217032	0.032
2	342258	0.031
4	552333	0.030
2	1009698	0.029
3	34133	0.027

Price($)	Vol.	No.
0.033	87871	2
0.034	223703	3
0.035	350000	2
0.036	90302	1
0.038	199999	2

Last trade - 15.37pm 25/07/2025 (20 minute delay)

ITM (ASX) Chart

Thanks for the great comparison on rare earth projects...

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

St George banks $5M from placement to ramp up Araxá Rare Earths Project

Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

Astute delivers high-grade lithium hits at Red Mountain

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

Most investors will get this earnings season wrong. Will you?

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Thanks for the great comparison on rare earth projects...

Top Stories

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

St George banks $5M from placement to ramp up Araxá Rare Earths Project

Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

Astute delivers high-grade lithium hits at Red Mountain

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

Most investors will get this earnings season wrong. Will you?

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News