IXR 4.35% 1.1¢ ionic rare earths limited

Ann: Trading Halt, page-70

  1. 587 Posts.
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    TH made the case that the share price was following the Nd2O3 price in the Nov 2023 AGM presentation (around the 12:30 mark). Back in Jan when they raised at 1.8c the Nd price was $45 USD/kg. It has now ran up to $55 USD/kg but they are now raising at 1.3c? Doesn't align with TH's argument.

    What I don't understand here is other REE companies like VMM, MEI, ARR and VMS are all doing very very well despite weak REO prices - what gives with IXR?
 
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