IXR ionic rare earths limited
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Very interesting situation with Rare Earth Oxide pricing with US...

  1. roblun
    7,284 Posts.
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    05/04/25
    16:44
    Post #: 78568908

    Very interesting situation with Rare Earth Oxide pricing with US Tariffs and China counter tariffs prices in the UK

    https://hotcopper.com.au/data/attachments/6923/6923211-ddb68e98fb9b59822d9169dcf2631257.jpg
    https://hotcopper.com.au/data/attachments/6923/6923214-e3670af6ff2d854bfb1c011936691135.jpg
    https://hotcopper.com.au/data/attachments/6923/6923217-2850e8a4b8447759cdd9fc9cb9eeeba0.jpg
    https://hotcopper.com.au/data/attachments/6923/6923220-75ff0202773484737184508c1a63191d.jpg



    From Adamas Intelligence, From Jan 1st 2026

    https://hotcopper.com.au/data/attachments/6923/6923222-ff3c5b22664a0268f7fc4b567751469e.jpg

    https://hotcopper.com.au/data/attachments/6923/6923225-179f58a604e24ef5c251a14eef7325c9.jpg
    https://hotcopper.com.au/data/attachments/6923/6923229-96b9c742c231de05cc20b633fbc0ee47.jpg

    For the UK

    https://hotcopper.com.au/data/attachments/6923/6923231-6d65e0bcb3711036df12cde75825a251.jpg


    For the US

    https://hotcopper.com.au/data/attachments/6923/6923237-08c36d8af0d21a8b140ec74f18b68f9b.jpg
    https://hotcopper.com.au/data/attachments/6923/6923238-aa291275287df3e4ca49cc76000a362f.jpg
    https://hotcopper.com.au/data/attachments/6923/6923240-a27c23c93cda9f802d52f6aef3e15099.jpg

    Back to Ionic Technologies Scenarios

    https://hotcopper.com.au/data/attachments/6923/6923278-4eac0217885b35fda44900e58895f456.jpg
    https://hotcopper.com.au/data/attachments/6923/6923281-0d233495f80666e4bc909d73bc715504.jpg
    https://hotcopper.com.au/data/attachments/6923/6923282-92d85ee3a61ddf178cd99b45cc7d4657.jpg
    https://hotcopper.com.au/data/attachments/6923/6923285-97349bf8a913a7b26c3f0b7427ad3fda.jpg
    https://hotcopper.com.au/data/attachments/6923/6923289-ec745340e31f93b0370e9cf6f40fde45.jpg
    https://hotcopper.com.au/data/attachments/6923/6923291-e335c6e8b82a317bf32e42d24d42c49a.jpg
    https://hotcopper.com.au/data/attachments/6923/6923294-8d3ed3558b636d5916d11b776b3e6d2f.jpg
    https://hotcopper.com.au/data/attachments/6923/6923297-32959eea75ca4a54a4a7f57ca857ac72.jpg
    https://hotcopper.com.au/data/attachments/6923/6923300-8682bb93b7bfc87674f84c4d7487103c.jpg



    https://hotcopper.com.au/data/attachments/6923/6923259-ee841b543aa506aac98fe16e121f29a7.jpg
    https://hotcopper.com.au/data/attachments/6923/6923301-02ad782503257e0464ccab920a296e46.jpg
    https://hotcopper.com.au/data/attachments/6923/6923303-34f44cec29271af2aebcbd7ad99cd6d8.jpg
    https://hotcopper.com.au/data/attachments/6923/6923306-73b81b1bdb4e9d179fbcd59648b80749.jpg


    All Tariffs applied for April 2025



    Current Tariffs Scenario 3

    https://hotcopper.com.au/data/attachments/6923/6923265-7f9556a533c3e6af4c2c413212c4b386.jpg


    all tariffs applied, including future tariffs After Jan 2026

    https://hotcopper.com.au/data/attachments/6923/6923262-4d0e3bddfbdee2568af9c35b768267a4.jpg

    Scenario 5

    https://hotcopper.com.au/data/attachments/6923/6923276-3360ac1e9d9c4ef68b79fa47dbad22aa.jpg
    IXR Price at posting: 0.7¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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