Ionic Rare Earths Limited · ASX:IXR
Ionic Rare Earths — JP Morgan Rare Earths Forum 2024
16 slides from Ionic Rare Earths's conference presentation, Nov 18, 2024
Slide 1: Sustainably Sourcing Magnet and Heavy Rare Earths for the New Economy
ASX: IXR | FSE: 6UH For personal use only Sustainably Sourcing Magnet and Heavy Rare Earths for the New Economy JP Morgan Rare Earths Forum 18 November 2024
Slide 2: Cautionary Statement
Cautionary Statement IMPORTANT NOTICE AND DISCLAIMER For personal use only This presentation should be considered in its entirety. If you do not understand the material contained in this presentation, you should consult your professional advisors. The sole purpose of this presentation is to provide
Slide 3: REE Supply Chain and IonicRE Integration
REE Supply Chain and IonicRE Integration IONICRE IS LEADING THE SECURE SUPPLY OF MAGNET RARE EARTHS, LEVERAGING OUR SUSTAINABLE TECHNOLOGY, PIONEERING MAGNET RECYCLING TO DRIVE THE NEXT GENERATION OF WIND TURBINES, ELECTRONIC VEHICLES, DEFENCE, AND ADVANCED MANUFACTURING For personal use only Long l
Slide 4: Leading Magnet Recycling and the Circular Economy of Rare Earths
For personal use only Leading Magnet Recycling and the Circular Economy of Rare Earths Belfast now first producer of recycled magnet REOs in Western world
Slide 5: Recycling Supply Chain and IonicRE Integration an early leader
Recycling Supply Chain and IonicRE Integration an early leader IONICRE IS LEADING THE SECURE SUPPLY OF MAGNET RARE EARTHS, LEVERAGING OUR SUSTAINABLE TECHNOLOGY, PIONEERING MAGNET RECYCLING TO DRIVE THE NEXT GENERATION OF WIND TURBINES, ELECTRONIC VEHICLES, DEFENCE, AND ADVANCED MANUFACTURING VIA EX
Slide 6: REO Price Sensitivity
REO Price Sensitivity NPV7.5 (post tax) Sensitivity to REO Prices 700 644 For personal use only 600 547 NPV7.5 (post tax) US$m 502 500 389 400 313 300 218 200 83 100 - Scenario 1 Scenario 2 Scenario 3 Scenario 4 Scenario 5 Scenario 6 Scenario 7 REO Pricing NPV7.5 (post tax) Average Project Life REO
Slide 7: Ionic Technologies Process Flowsheet
Ionic Technologies Process Flowsheet Ionic Technologies has developed For personal use only separation and refining technology that can be applied to the recycling and refining of individual magnet rare earths from used permanent (NdFeB) magnets. Our hydrometallurgical process is able to deliver hig
Slide 8: Upcycling Neodymium Permanent (NdFeB) Magnets
Upcycling Neodymium Permanent (NdFeB) Magnets Commercialising recycling of End-of-Life (EOL) NdFeB magnets and swarf to high purity magnet REOs For personal use only Mixed grades of waste permanent Recycled separated high purity High spec permanent magnets for net magnets and swarf from existing met
Slide 9: Policy Supporting Domestic Capability & Recycling
Policy Supporting Domestic Capability & Recycling UK refreshed the Critical Minerals Strategy in 2023 EU CRMA 2023 Regulation sets clear benchmarks for domestic For personal use only highlighting the Circular Critical Materials Supply Chains capacities along the strategic raw material supply chain a
Slide 10: Our Path to Commercialisation
Our Path to Commercialisation Rapid acceleration of our technology ready to scale globally 20x 40x For personal use only Scale Up Factor Lab scale Pilot scale Demonstration scale Commercial scale April 2022 July 2022 2023 / 2024 Funding discussions Demonstration Plant @ 24/7 plant underway operation
Slide 11: For personal use only
For personal use only 11
Slide 12: Ionic Technologies TRL Status
Ionic Technologies TRL Status Basic Research: Initial scientific research has been conducted. Principles are qualitatively TRL 1 postulated and observed. Focus is on new discovery rather than applications. For personal use only Applied Research: Initial practical applications are identified. Potenti
Slide 13: Peer Comparison
Peer Comparison Demonstration For personal use only Product Location Status Plant Feed Valuation Capacity (tpa) Demonstration Separated magnet A$44m / US$29m Plant, Feasibility 30 REOs (ASX: IXR) Study Completed Private Series B Funding raised Mixed magnet Demonstration 100 US$53m (09/2024) REOs Pla
Slide 14: Viridion – Brazilian Joint Venture – Refining and Recycling
Viridion – Brazilian Joint Venture – Refining and Recycling • IonicRE and Viridis Mining and Minerals Ltd (ASX: VMM) announced 50/50 JV1 • Viridion JV aims to construct a refinery and magnet recycling For personal use only facility in Brazil utilising Ionic Technologies’ separation technology 50% 50
Slide 15: Corporate Snapshot
Corporate Snapshot ASX: IXR | FSE: 6UH Market Share Price Shares on Issue Options / Rights Cash Position 12-months (min – max) For personal use only Capitalisation A$0.009 A$44m 4,869,762,647 508,007,690 A$0.7m A$0.005–A$0.029 15 November 2024 15 November 2024 15 November 2024 Exercisable at 2.0 to
Slide 16: Ionic Rare Earths Limited
ASX: IXR | FSE: 6UH For personal use only Ionic Rare Earths Limited www.ionicre.com Level 5 South investors@ionicre.com 459 Collins Street Melbourne, T +61 3 9776 3434 Victoria, 3000, Australia