I know the "Skis" and the "Chinas" will shout me down, BUT:
- IXR has a proprietary process to recycle urgently needed rare earths.
- that product is essential for all sorts of industries - defence, automotive, communications etc etc
- the MARKET in which IXR is addressing is HUGE
- the product is scarce - so far, the product has no competitors
- the product is not a discretionary product
- the product and IXR's business is a security issue
- currently the supply side is monopolistically controlled by China (90% supplier)
- China is and will be a security threat to Western Govts
- China has already weaponised the supply
- IXR has already successfully developed and demonstrated the production of this recycled product - it WORKS
All these processes and approvals, and demonstrations, and "supply chain" associations take TIME to develop --- and that TIME is a valuable asset. Just look at the time and process that IXR has taken to convince and demonstrate its process with the UK Govt agencies. That is an asset.
So my point here is that the only REAL issue with IXR is FUNDING. ----> we all recognise that.
SO : where does a huge pool of funding exist? Where does the appetite for profitable investment lie? Where does patient capital lie and the ability to see thru the investment cycle to allow a product/process to achieve growth and profit????
PRIVATE EQUITY INVESTORS.
Why wouldn't a Private Equity investor's eyes light up when they looked at Ionic Tech?
In so many IXR presentations IXR has referred to Equity investors, JVs and Partnerships.
Why wouldn't a Private Equity player consider taking-out IXR? They would get all the tech, and importantly all the tech personnel. They would get all the approvals, all the associations (like Govt, industry partners etc) - all for a cheap price. P/E investment horizons are usually about 5yrs - then they flog it off or re-float.
Their bottomless pit of money could see IXR grow the global expansion that IXR has indicated already.
Anyway, just a thought.
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Mkt cap ! $107.0M |
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Price($) | Vol. | No. |
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