Reading these latest sovereign Rare earth aspirations, it makes you really think we need to get a move on and get ourselves entrenched in our new western supply chain ASAP.
We are aiming for 2026, which would be the beginning of our commercial production, with hopefully more and larger capacity plants to follow.
Our advantage here is we are very different to traditional producers, and we are ahead of others moving into the space now.
The other is the low pricing of REs, stifling investment in the space and really capping and discouraging newer projects, particularly in their early phases. This is also happening in lithium, with other mines in nickel and cobalt actually being unwound and closing. Brett and Tim are pushing hard, and now we need this hard work to come to fruition. The pieces of the puzzle are there, the dots being connected... We just need that big announcement to take us forward and lay the path for commercialization.
IXR Price at posting:
0.9¢ Sentiment: Buy Disclosure: Held
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