IXR WORLD DOMINATION POSSIBILITIES

I just wanted to explore some future possibilities as well as mention the current ones.

It almost reads like an IXR World Domination strategy, as we link the possibilities that Tim and Brett chase down.

More dots being joined...
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I have been keeping an eye on Lynchy, and his movements in the other companies he is a board member or advisor of.

The latest piece of interesting information happened this week, when CLM picked up a rare earth prospect in Northern Quebec.
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Consolidated Lithium Metals Inc. Signs Letter of Intent with SOQUEM to Earn up to 80% Interest in the Kwyjibo Rare Earth Project, Québec

Consolidated Lithium Metals Inc. - GlobeNewswire - Wed Aug 27, 6:30AM CDT

TORONTO, Aug. 27, 2025 (GLOBE NEWSWIRE) -- Consolidated Lithium Metals Inc. (TSXV: CLM | FRA: Z36) (“CLM” or the “Company”) is pleased to announce that it has entered into a non-binding letter of intent (“LOI”) effective July 31, 2025, with SOQUEM Inc. (“SOQUEM”), a wholly owned subsidiary of Investissement Québec, pursuant to which (subject to completion of several conditions precedent) the Company may acquire an option to earn up to an 80% interest in the Kwyjibo Rare Earth Project (the “Project”), located 125 km northeast of the city of Sept-Îles, in the Côte-Nord region of Québec (the “Proposed Transaction”).

Proposed Transaction Summary

Phase I – CLM to acquire a 60% undivided interest in Project

Pursuant to the terms of the LOI, CLM may earn a 60% interest in the Project and be appointed as its operator in exchange for payments and issuances of common shares of the Company totalling an aggregate of C$23.15m within five years following the closing date of the Proposed Transaction (the “Phase I Term”), allocated as follows (in each case subject to and in accordance with the rules and policies of the TSX Venture Exchange (“TSXV”))
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Lynchy, has a big history in Quebec, which started during his tenure at Sayona.
He was tight with the Soquem crowd, (the government drilling and exploration arm) as they developed Moblan together.
He was also close with multiple ministers in Quebec, including the heavy hitter Pierre Fitzgibbon.
As a matter of fact, during the height of the lithium boom, Trudeau's himself visited North American Lithium, and Brett became quite chummy with him as well.
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CLM QUEBEC
Has a vast amount of land in Quebec, and is on strike from the NAL pegmatite.
They have done a little exploration, but nothing major.
When they announced the Kwyjibo rare earth acquisition in partnership with Soquem, CLM's SP jumped 400%.

Lithium is dead...long live rare earths.

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And Kwyjibo has a very high concentration of heavies in its basket.

Sound familiar?

Brett has multiple connections in Quebec, and I would not be surprised if he is thinking of tying IXR into this, because as we all know, processing and separation is a big problem in the west.
It is the missing link.

In my opinion, it is almost not worth owning rock, without a way to process it....because then you are still reliant on the King of rare earths...China.

And the King does not like to be challenged.

Let us put a pin in this for now.

RML IDAHO
Some of you may remember I wrote a little piece about another one of Lynchies exploits at Resolution minerals.

He is a strategic advisor there, and recently was involved with their offer/sale of the Horse Heaven Gold/ Antimony/tungsten project in Idaho to Snowlake.

RML was then to be a majority stakeholder in Snowlake as part of the deal.
Snowlake offered $225 million for Horse Heaven, but the latest news indicated the deal will fall through.
So either RML are trying to squeeze more cash out of Snowlake (as is often the case on a first offer ), or it will remain with Resolution and Lynchy in strategic control.

Resolution Minerals has ended its negotiations with Snow Lake Resources regarding an A$225 million offer to acquire the Horse Heaven Project in Idaho because they could not agree on commercial terms, which preferred a greater cash component for the offer. Snow Lake Resources had offered a scrip-heavy deal in an unsolicited, non-binding offer, but failed to agree to Resolution's preference for more cash. Resolution will continue to assess strategic options for the project and proceed with its planned NASDAQ listing.

Who will process Horse Heaven's product?

Who will process Kwyjibo's product?
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That is what we know and read online.
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Lynch is involved.. Fact

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Is he thinking of somehow stitching all these together... Probably.
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Coincidence... There are no coincidences with Brett.

Put a pin in that.
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Now let's look at what we have been speculating about.
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West Coast USA

We know that Brett had spent time on the west coast of USA, which in the rare earth space, means silicon Valley.
So think Apple, Microsoft, Intel, Meta, Nvidia.. et Al... One of the tech giants.
And this would probably indicate a recycling plant, using hard drives, chips, speakers, fans, and motors as feedstock.

Apple has been mentioned in passing numerous times.
Coincidence...Hmmmm...
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URE Tennessee
Now let's look at Tennessee.
It too has been mentioned numerous times...
Why? Coincidence?
There's no coincidences.
When we looked at Tennessee, they're was really only one candidate that we could seriously consider, and that is URE.
United Rare Earths is a US-owned and operated company developing a premier Rare Earths Hub.
Our operations will include a Magnet Recycling Center, a Refinery, and a Technology Center of Excellence.
Gee, where are they getting the tech for that?
What a great fit for us and foray into the USA.
They have federal and state support and funding already in place.
They have Defence and DOD links, and site works have already begun on their processing hub.
I wonder if they are specifying a recycling plant operated by IXR?
Probably...
So, Like I said, a great fit for us.

CEO Blake Willis stated-

“Site work on our 39 acres has indeed been underway. As we speak, roads and other land preparation work is underway. In addition, the engineers , architects, and our developers will be traveling to Belfast, Ireland with me to meet with our team there and to view the pilot facility that will be scaled and built here on our 39 acre site here in Caryville, Tennessee,” Willis said.
..Belfast Ireland????
.Theres only 1 rare earth recycling plant in Belfast Ireland.

And please don't forget IXR's ex Chairman Trevor Benson, went on to collaborate with URE!!!


Coincidence?
There's no coincidences.....Done deal....
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Vulcan Elements North Carolina
And what about comments and tweets about Vulcan Elements in North Carolina?
Mentioned by Tim a couple of times.
Coincidence???
These guys are hiding things in plain site.
Vulcan Elements is a U.S.-based company that manufactures high-performance rare earth magnets, vital for defense, electric vehicles, wind turbines, and AI infrastructure, by building a domestic supply chain to reduce reliance on China.
Founded in 2023, the company operates a facility in North Carolina, sources its materials from the U.S. and allied partners, and recently received $65 million in Series A funding to scale its operations and establish a national magnet manufacturing base.
We could certainly supply REO's to them, particularly if we set up a recycling plant nearby.
Nearby??
Well, Tennessee is basically next door to North Carolina.
Who are we JV'ing with to recycle in Tennessee?URE!
Coincidence...no way....
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IXR/URE JV a recycling plant in Tennessee using our tech.
They have started construction, have had an influx of cash, and have ties to the DOD.
We then send these REO's next door to Vulcan in NC to turn into alloys and magnets.
We of course will re-use and scraps, off cuts or swarf that are left over from the manufacturing process.
All we now need is a scrap yard to purchase the initial feedstock from, which I know are plentiful in the US....just google it.
The land of spend, spend, spend and disposable everything.
All sorts of tech from speakers, Computers, hard drives, to MRI machines to EV's to Wind turbines....the US has it all.
Feedstock will not be a problem.
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As for the knowns...
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.DNALink
As for the known... Let's start with Dnalink.
They are out of South Korea, but I have not seen any movement or any mention of them at all.
Not even in passing.
So I am not sure what, if anything is going on there, but I am not holding my breath.
Conversely, is it a coincidence we haven't heard from them.
Probably not...
The door swings both way my friends.
IXR has Bigger fish to fry in the west it seems. .
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Brazil
Lots going on at a rapid pace.
The relationship that is being forged at breakneck speed between us, Viridis and the Brazilian government is quite extraordinary.
Being partnered with them to assist in Brazil's aspirations of being a world rare earth and magnet super power is exactly where we need to be.
Funding, permits and land is all up for grabs...
And we bring the tech.
We have been granted land, and will be granted cash, probably in 2 tranches.
The quantum and structure of Tranche 1 will hopefully be determined by October, and will be the beginning of commercialisation of Viridion in Brazil. Tranche 2 should be announced soon, as it was opened a month after tranche 1 and we are in a great position to pick up more funding.
The rest we all know and eagerly anticipate....we have high hopes for Brazil.
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.Belfast
Will probably be the Genesis of IXR post pivot.
Everything is in place to kick off as soon as funding comes through.
The tech is tried, proven and ready to go, with plenty of feedstock to scale up.
The site has been chosen.
Some of the FEED has been done.
The metrics work, particularly with the new floor pricing, which have improved things dramatically.
The demo plant is currently being tweaked to output as much Dy and Tb as possible, due to tighter controls from China.
Prices have trebled.
As @roblun has shown, we are the biggest producer of these 2 heavies outside of China, even at demo scale...imagine when we ramp up!
Such is the scarcity of these oxides.
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As for the funding, everyone is sick of waiting, and sick of government timelines.
September has been mentioned in the latest roadshow, maybe October, or it may be in Santas sack in December.
So, who the hell knows???
Let's say a very tentative October for now...and I know they have talked about private financing/funding to compliment the government's contribution.
As we near years end, one would hope it would have to be in the next few months...but we'll see.
I would like to swear now but I will stay professional and refrain.
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.Makuutu
Does it have a part to play or not?
I would like to think it does.
Whether as a source of heavies that we can process, or sold off to fund Belfast, I am hoping its value will be realised in one way or another.
We have just spent too much time and energy on this project, for it not to afford us some sort of return.
But where it fits in I am not sure.
The yanks may be interested to access Makuutu's basket of heavies as part of a national solution, or maybe there's another interested party who wishes to develop the asset and pay handsomely for it.
I'm Not quite sure where this will head, but Makuutu's metrics have certainly improved since the west's intervention in pricing.
With a basket of 45% heavies and being shovel ready and fully permitted, a cashed-up suitor may materialise and develop it to cash in on today's price environment.
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I remember listening to Brett in the last GM.
He talked about multiple plants in multiple jurisdictions, and using government money to make it all happen.
We were thinking 2 or 3 plants...you know, Belfast, Brazil and the US.
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He was talking 10 plants worldwide, JV's, partnerships, Tolling and licensing the tech.
Nothing is off the table as long as it is the right fit for the company.
That is the beauty of IXR, we are not a one trick pony.
Recycling, mining and refining, we can do it all.
We can mine, process MREC and we can process scrap.
We can tune our process to give our customers whatever they want.
And we can do it faster, cheaper, greener than anyone else....and we are replicable and scalable...you just cant beat that.

IXR's 10 PLANT WORLD DOMINATION STRATEGY...(well I got to 9 anyway...)

A picture tells a thousand words, as outlined above, and this is may be what it could look like-

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One final note....our latest appointmernts.
Why make these appointments?
Why now?
More coincidence?
No F...ing way.
We are growing and expanding.
We need help to accelerate and realise our ambitions.
Our boys need some help, we need more people to do the heavy lifting.
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Claire Blanchelande
Who I was not familiar with, ex Trafigura and by all accounts as sharp as a whip.
Multilingual, multi disciplined and by all accounts great at crunching a deal.
Not sure if we will use her Chinese linguistics skills, but I am hoping she can assist Thomas in the UK, and give us greater presence across the EU.
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Patrick Brindle
Well, I am not going to lie.In a previous life, I used to detested this guy with a passion....or maybe I am being overdramatic.
Back in the Sayona days, he and his smug Piedmont Lithium crew, did not afford us much respect, or it felt that way from a few interviews he posted.
Driven and coached by he's Wall street boss Keith Phillips, in the heyday of lithium prices, they thought they had crunched the mother of all deals and screwed over Sayona.
They weren't miners...they weren't operators.
It was a Wall street banker and his crew who sucked in the investing world at the time, and pretended to be a lithium miner.
Crunching a supply deal with Tesla put them on the map and 10X their share price.
But none of their projects got off the ground, only Sayona's of which they had a 50% off take, and 25% ownership.
The problem was, the specifics of the Tesla deal were never fully disclosed, and even before the crash of lithium prices, were selling at a loss.
Even when Keith the inked the deal at a rumoured US$400-450/t, they were losing.
The deal that 10Xd their SP, was a loss making deal from the start, the details of which were treated 'commercially sensitive' and never divulged to the market.
Shifty wankers...
It was all smoke and mirrors, name dropping and dodgy deals that elevated them....and Brindle was part of the crew.
At one stage, rumours were rife that Tesla were contemplating suing them, because they just couldn't deliver.
Fast forward to just last week, and at great cost and dilution to the shareholders, Sayona bought out Piedmont.
And to do it, they went from 10B shares on issue, to around 25B...crazy stuff.
Now they'll consolidate their share and continue to operate NAL at a loss until the money runs out...RIP.
It will take a lithium price miracle to save them...

It is with this lense that I am viewing Patrick.
I felt so strongly about this appointment that I was able to chase down Brett on the phone and speak to him at length,about this appointment.
I am grateful for the time he afforded me, and grateful he indulged my concerns.

I need to let the past go.
Under his stewardship with Keith, it seems Patrick has picked up a trick or two.
His resume is nothing fantastic, but his network in the US has grown, and so has his reputation.
Wall street know him, Institutions know him, Washington knows him...And of course he is US based.
We need this.
We need a lobbyist in the US to fight the good fight and keep pushing our name to the DOE, the DOD and Washington.
We need him to push as hard as possible, visit senators and create a buzz around us and our Tech.
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So now that he is part of our team, I am not sure quite how I feel about it.
But I do know he will have to prove himself to earn my respect.
So let's just hope he knocks it out of the park and takes us to the next level in the US.
Then all will be forgiven...
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In my opinion, this is currently where we find ourselves.
Plenty going on, plenty on the horizon and a lot of dots being connected which could yield many unexpected surprises.

Brett has a lot of strings hanging off him, and if he can stitch these up, he could turn us into a rare earth oxide superpower.

So with the extension of the team now giving us some long awaited wind in our sails, I am hoping Tim and Brett could accelerate our ascension to a worldwide, multi jurisdictional rare earth juggernaut.

Because we are the fastest, cheapest, greenest, most replicable and most scalable REO producer on the planet!

Cheers everyone...