Ionic Rare Earths Limited · ASX:IXR
Ionic Rare Earths — Paydirt Battery Minerals Conference 2021
12 slides from Ionic Rare Earths's conference presentation, Jun 3, 2021
Slide 1: Makuutu – An alternative critical and heavy REO source enabling drive towards Carbon Neutrality
For personal use only Makuutu – An alternative critical and heavy REO source enabling drive towards Carbon Neutrality Paydirt Battery Minerals Conference 2021 2 June 2021
Slide 2: Important Notice and Disclaimer – Forward Looking Statements
Important Notice and Disclaimer Forward Looking Statements For personal use only This presentation has been prepared by Ionic Rare Earths Limited. This document contains background information about Ionic Rare Earths Limited current at the date of this presentation. The presentation is in summary fo
Slide 3: Important Notice and Disclaimer – Cautionary Statement – Scoping Study Parameters
Important Notice and Disclaimer Cautionary Statement – Scoping Study Parameters For personal use only This Scoping Study has been undertaken to determine the potential viability of an open pit and heap leach process plan to produce a mixed rare earth carbonate product onsite at the Makuutu Rare Eart
Slide 4: Makuutu – A Truly Unique Investment Opportunity
Makuutu – A Truly Unique Investment Opportunity Strategic value defined by the Unique CREO/HREO Basket For personal use only • Makuutu (51% IonicRE ownership) presents one of the best balanced REO baskets for REO projects globally HIGH VALUE CREO / HREO PRODUCT • Ionic Adsorption Clay (IAC) REE mine
Slide 5: Ionic Rare Earths Limited Corporate Snapshot
Ionic Rare Earths Limited Corporate Snapshot CAPITAL STRUCTURE (as @ 28/05/2021) For personal use only Ionic Rare Earths (ASX: IXR) Price / Volume Chart Shares Outstanding 3,196,399,514 $0.07 450 IXR: ASX Volume IXR: ASX Price 391,000,000 Total Options Outstanding 400 (exercisable at 0.75 to 6.0 cen
Slide 6: Million tonne IAC Mineral Resource Estimate
315 Million tonne IAC Mineral Resource Estimate Potential for 27 year plus Project life For personal use only • 279 drill holes (4,754 metres) completed between October 2019 and October 2020 defining JORC MRE • Updated MRE of 315 Mt @ 650 ppm Total Rare Earths Oxide (TREO)1, at a cut-off grade of 20
Slide 7: Tier-One Infrastructure already there!
Tier-One Infrastructure already there! Excellent local infrastructure supports low CAPEX development For personal use only Logistics • Approximately 10 km from Highway 109, connecting Makuutu to both capital city Kampala and Port of Mombasa, Kenya • Approximately 20 km from rail line connecting to P
Slide 8: Makuutu – Critical Raw Materials 2020
Makuutu – Critical Raw Materials 2020 Makuutu basket contains high ranked CRMs identified in 2020 EU study required to achieve carbon neutrality For personal use only 2020 Criticality Assessment (EU) 7.0 • Secure and sustainable supply of both primary and secondary raw materials, Erbium Dysprosium C
Slide 9: Electric Vehicles – Driven by NdPr (and DyTb)
Electric Vehicles – Driven by NdPr (and DyTb) Focus on supply constraint beyond NdPr needs attention For personal use only • Worldwide EV demand driving insatiable appetite for NdPr … DyTb very little focus • NdFeB permanent magnets (PM) are essential for producing light, compact and high Proposed I
Slide 10: Magnet REO Demand – Supply Constrained
Magnet REO Demand – Supply Constrained EVs plus Offshore Wind Turbines competing for limited CREO supply For personal use only • REO demand increasing at rates that exceed forecast driven by Government “When peering into the outlook for the next decade to come, it Stimulus spending on electric vehic
Slide 11: Makuutu Investment Highlights
Makuutu Investment Highlights Strategic value driven by the 43% magnet REO Basket For personal use only • Scoping Study confirms robust Base Case (11-year) CREO and HREO MAGNET REO DOMINANT PRODUCT production potential • Makuutu basket highly sought after with ~ 43% magnet REOs La2O3 13.5% • Highly
Slide 12: Ionic Rare Earths Limited
For personal use only Ionic Rare Earths Limited Level 1, 34 Colin Street T +61 8 9481 2555 West Perth WA 6005 Australia F +61 8 9485 1290 www.ionicre.com.au
Ionic Rare Earths — Paydirt Battery Minerals Conference 2021 on 6ix