IXR (ASX) General Chat / Discussion

Originally posted by roblun: ↑

Definitely something brewing in the US that is driving IXR's share price momentum. The convergence of Trump administration policies, Chinese export restrictions, defence mandate deadlines, and IXR's proven technology readiness has created a perfect storm of opportunity that the market is recognizing through increased trading volume and price appreciation.

The multiple US facility announcements represent the materialization of strategic developments, transforming IXR from a regional technology developer into a tri-continental rare earth platform addressing the most critical supply chain vulnerability facing Western economies. The share price surge reflects investor recognition that IXR owns the key technology for Western rare earth independence at precisely the moment when this capability has become a strategic imperative.

Multiple revenue streams, UK commercial plant (£85M ATF funding progressing), Brazilian operations (government funding confirmed), US expansion (multiple facilities planned), Technology licensing (global deployment opportunities).

Strategic Value Creation, Government validation across multiple jurisdictions, First-mover advantages in Western separated REO production supply chain, integration with major industrial partners, Technology platform addressing critical national security needs.

Funding

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Great Finish for the week!

Originally posted by roblun: ↑

Very interesting reading,

The scheme explicitly allows for both single and collaborative (consortium) applications, and it is common in UK innovation funding for consortia to be formed or restructured during the application process, especially if it strengthens the case for supply chain integration and additionality

if IXR has already submitted an application for the Automotive Transformation Grants scheme. The scheme explicitly allows for both single and collaborative (consortium) applications, and it is common in UK innovation funding for consortia to be formed or restructured during the application process, especially if it strengthens the case for supply chain integration and additionality. The UK government has designed the Automotive Transformation Grants scheme specifically to enable this type of coordinated, multi-company approach to address supply chain coordination failures in the ZEV transition.

Ford and LCM can each apply for up to £100 million (25% of eligible costs) to support capital investment in IXRʼs commercial plant, either directly or as part of a consortium. The remaining funding must come from private sources or other partners. This structure is designed to de-risk supply chain investments and accelerate the UKʼs transition to zero-emission vehicles.

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Updated Version including all partners, Based on comprehensive analysis of the UK Automotive Transformation Grants scheme documentation and the established partnerships, here's how Ford, LCM, and EMR qualify for funding and what partnership options are available for IXR's commercial plant.

1. https://find-and-update.company-information.service.gov.uk/company/04850367
2. https://lesscommonmetals.com/uk-government-support-to-research-into-a-facility-for-critical-permanent-magnets/
3. https://www.alcircle.com/news/emrs-low-carbon-aluminium-project-secures-3-4m-in-funding-from-apc-112588
4. https://assets.publishing.service.gov.uk/media/685a9b3872588f4188620741/_Report_on_the_proposed_Automotive_Transformation_Grants_scheme.pdf

Ford, LCM, and EMR all qualify for UK Automotive Transformation Grants and can pursue multiple strategic pathways to support IXR's commercial plant development. The scheme's explicit allowance for consortium applications, combined with comprehensive monitoring frameworks, creates compelling opportunities for integrated supply chain funding while ensuring compliance with policy objectives and prevention of market distortions.

The optimal approach would be a coordinated consortium application that demonstrates complete ZEV supply chain integration, addressing the scheme's primary policy objective of resolving coordination failures while maximizing funding potential across all partners. This approach aligns with the scheme's strategic goals while providing the commercial certainty necessary to convert existing MOUs into binding agreements.