IXR 4.35% 1.1¢ ionic rare earths limited

Okay, looking back I see that this was on a slide in the RIU...

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    Okay, looking back I see that this was on a slide in the RIU Sydney Resources Round Up presentation* I'm not expecting this in H1, my understanding is that it will come out when it comes out.

    What we know from interviews over the past months:

    - Stakeholders include the US government
    - IXR have a preferred location set (within the US)
    - This study is being intentionally restricted from public access in order to not diminish strategic advantage to IXR

    That last point is what makes me doubtful we will see a study relating to the refinery anytime soon.

    I am feeling particularly bullish having just gone back through several interviews and pressos. Good luck to Tim in these coming three weeks as he travels Europe.. My understanding from the latest BlytheRay "Core Finance" interview is that the recent production of high grade** REO from the recyling plant is now a catalyst to further discussions with interested parties. I'm hoping this trip to Europe is that.


    *Thanks for the correction Roblun, you're too fast!
    **99.7% Nd and 99.8% Dy seem pretty good to me. Has anyone looked at competitor grades?


    Last edited by DrSanchez: 21/06/23
 
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