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Ann: First Mixed Rare Earth Carbonate produced at Makuutu, page-67

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Furiousgeorge

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14/03/24

18:32

Post #: 72892006
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Originally posted by Wombat2: ↑

Further to my post on todays AGM in Melb. The discussion with Tim H and the new Chair was quite wide ranging. Tim mentioned many things that I found unusual or very interesting.
For example TH believes the work that both IXR and LCM are doing may not have any equivelants anywhere or beong anywhere near being as advanced. That could potentially means they are many years ahead on the R&D curve that is required to separate REs and then in the case of LCM make highly specialised components with them. Clearly REs are already used in components world wide so I do not know exactly what LCM does that is unique. We do of course know that the Belfast Uni in which so much research was done amounts to 10 to 20 years of research and development in separating REs. In short IXR has at least a 10 year R &D headstart on companies that want to emulate what IXR is doing.
Their option is of course to pay royalties to IXR to obtain access to this critical IP.

With regard to automobile manufacturers TH believes that many of them may have misjudged the opportunity REs will give them and not nearly enough research has been into readying themselves in the supply chain to have access to sufficient volume of the RE's that they will require for componetry to build the cars and other products reliant on batteries to power them.

This could be setting the stage for a future where demand for REs may be so high that the supply chain will not be able to come even close to meeting that new level of demand. If that happens, IXR will be in the box seat. A bit like early producers of lithium were like PLS.

Fortunately IXR has IP protection that it does not have to share.

Food for thought.
W2

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So what TH believes trumps reality now? The facts are that EV sales worldwide are trending DOWN and will continue that way. Why does anyone thing EV makers are cutting the price of their cars? Cause they suddenly don’t like money? Sales are dropping so they are combating that with price reductions.
IXR trying to hang it’s hat on these bazillions of EVs that will be made is fantasy at the moment. The cold hard facts paint a different picture of the EV sales trend. If supply is meeting demand now and sales continue to drop , then the supply is going to meet demand and then some.

IXR Price at posting: 1.9¢ Sentiment: Hold Disclosure: Held
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Ann: First Mixed Rare Earth Carbonate produced at Makuutu, page-67

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Ann: First Mixed Rare Earth Carbonate produced at Makuutu, page-67

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