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19.8¢ ioneer ltd

that would be so good. INR keeping cards close to chest and get...

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squeef

2,523 Posts.

137

18/01/23

22:06

Post #: 65761831
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Originally posted by MickeyTee: ↑

I’m with you Fc2020, I see significant value in the expansion of the resource. Note that the DOE Loan is conditional on the Resource and Reserve statements and mine plan incorporating the southernextension to the deposit being updated (Ioneer have commenced work on this already). In addition to this there is also the north basin deposit which is not included in the SSW JV so currently 100% owned by Ioneer (SSW do have an option to buy into the north basin in their JV agreement). Securing permitting is one thing but consider the impact to the NPV if total resource increased especially given that the conversion plant would already be in place. Strategically it would make sense that they withhold the full scale of the mine until initial permits are secured. Also reading between the lines on the loan conditions it would seem the DOE considered the additional resource in the southern extension as being of critical importance to the security of the loan, Ioneer must have intimated the possible scale of this to them during the application process.

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that would be so good. INR keeping cards close to chest and get to leverage the resource expansions for themselves. We're in driver's seat. Payday for inr.

INR Price at posting: 52.5¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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(20min delay)
Last 19.8¢		Change 0.003(1.28%)		Mkt cap ! $476.7M

Open	High	Low	Value	Volume
20.0¢	20.5¢	19.5¢	$275.0K	1.384M

Buyers (Bids)

No.	Vol.	Price($)
55	634162	19.5¢

Sellers (Offers)

Price($)	Vol.	No.
20.0¢	420312	20

View Market Depth

No.	Vol.	Price($)
55	634162	0.195
53	679067	0.190
7	613648	0.185
8	544668	0.180
7	406586	0.175

Price($)	Vol.	No.
0.200	420312	20
0.205	1020836	18
0.210	635195	8
0.215	291907	6
0.220	177396	10

Last trade - 15.47pm 06/05/2024 (20 minute delay)


Last 20.0¢			Change 0.003 ( 0.30 %)
Open	High		Low	Volume
19.5¢	20.5¢		19.5¢	514544
Last updated 15.59pm 06/05/2024 ?

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