Agree with the Share price, for what it's worth, we have...

Agree with the Share price, for what it's worth, we have achieved/Partnerships/UK Gov Grants with the Demo Plant, our Share price should be much higher than 0.8cents, IXR nearly reached 9 cents just with Makuutu! When you do the maths, the Commercial Plant can produce all this from Oxides to Magnets (IXR, LCM VAC), It's amazing what one commercial plant can do.






Unfortunately, the share price suffered from, China controls ~90% of global rare earth refining and has suppressed prices (e.g., NdPr oxide prices fell from US$145/kg in 2022 to US$47/kg in 2024,

Impact on IXR: Low REO prices reduce investor confidence in near-term revenue potential, despite Ionic’s cost-efficient recycling process, Recent equity raises, UK/EU policy delays and rare earth supply chains are poorly understood by retail investors, who may overlook IXR’s role in Western sovereignty and decarbonization.

What will re-rate our Share price?

ATF Grant Approval (Q2 2025): Success here would validate the Belfast plant and unlock debt/equity funding. As discussed numerous times, binding Definitive offtake agreements with Ford, LCM, or VAC could signal market confidence.

IXR is likely to remain subdued until, The ATF grant is secured, Construction begins on the Belfast plant (late 2026) and Commercial production demonstrates revenue (2027).

Patience is key: Ionic’s technology and partnerships position it as a critical player in Western rare earth supply chains, but the market needs tangible milestones to recognize its value fully.

China’s dominance has created market failure. Ionic’s tech is the antidote-but the market hasn’t priced it yet.