Ionic Rare Earths Limited · ASX:IXR
Ionic Rare Earths — Paydirt Battery Minerals Conference 2024
19 slides from Ionic Rare Earths's conference presentation, Apr 16, 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 Paydirt Battery Minerals Conference 16 April 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 ADDING PRIMARY AND SECONDARY SOURCED CAPACITY TO BECOME INTEGRATED IN FUTURE RARE EARTH SUPPLY CHAINS For personal use only Long loop recycling to take metal and magnet back to high purity, separated magnet REOs Mining and processing to produce value
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 Neodymium Permanent (NdFeB) Magnets
Recycling Neodymium Permanent (NdFeB) Magnets Commercialising ex-China rare earth separation, refining and recycling For personal use only Mixed grades of waste permanent 100% recycled separated high High spec permanent magnets for magnets and swarf from existing purity (>99.5%) grade magnet net zer
Slide 6: About Ionic Technologies
About Ionic Technologies Ionic Technologies has developed separation and refining technology that can be applied For personal use only to the recycling and refining of individual magnet rare earths from used permanent (NdFeB) magnets. Our hydrometallurgical process is able to Magnet crushing Digesti
Slide 7: Strategic Location: Belfast Harbour
Strategic Location Re n e w a b le Hu b #1 Po rt in UK Belfast Harbour Belfast Harbour is home Belfast Harbour is to many world-class home to the UK’s companies who play a number one port key role in the global renewable energy for offshore wind. Ionic Technologies is strategically For personal use
Slide 8: Strategic Location
Strategic Location Belfast Harbour For personal use only Ionic Technologies’ Belfast Facility Ionic Technologies’ Belfast Facility
Slide 9: Our Path to Commercialisation
Our Path to Commercialisation Rapid acceleration of our technology ready to scale globally For personal use only Lab scale Pilot scale Demo scale Commercial scale April 2022 July 2022 2023 / 2024 2026 planned operations Demonstration Plant @ 24/7 plant Ready to scale out operations globally via JVs
Slide 10: European Critical Raw Materials Act – The Race is On!
European Critical Raw Materials Act (CRMA) – “The Race is On!” EUROPEAN COMMISSION’S CRITICAL RAW MATERIAL ACT TO UTILISE GLOBAL GATEWAY INSTRUMENT, A €300 BILLION INITIATIVE AIMED AT COUNTERING THE CHINESE BELT AND ROAD INITIATIVE For personal use only • The Act identifies a list of strategic raw m
Slide 11: Makuutu Rare Earths Project
For personal use only Makuutu Rare Earths Project Now producing magnet and heavy rare earths from Demonstration Plant
Slide 12: Makuutu – Delivers first MREC Product
Makuutu – Delivers first MREC Product For personal use only • Demonstration Plant producing first MREC in Q1 2024 in Uganda for offtake negotiations to de-risk Makuutu ahead of Final Investment Decision • Update MRE expected Q2 2024 to include upgraded classification on RL 00007 to support next MLA
Slide 13: The Makuutu Rare Earths Project (60% IonicRE)
The Makuutu Rare Earths Project (60% IonicRE) PRIMARY MAGNET AND HEAVY RARE EARTHS FOR THE NEW ECONOMY For personal use only • Large scale Ionic Adsorption Clay (IAC) project with 71% magnet plus heavy REO basket • IonicRE owns 60%of the asset through local Ugandan entity Rwenzori Rare Metals Ltd
Slide 14: Makuutu Stage 1 Feasibility Study
Makuutu Stage 1 Feasibility Study BASE CASE LAYS FOUNDATION, EXTENSION OF LIFE POTENTIAL Stage 1 DFS Metrics • Large Scale Mining Licence LML00334 awarded For personal use only in January 2024; Stage 1 Life Post-Tax Free • Stage 1 production of a value-added mixed rare 35 Years Cash Flow earth carbo
Slide 15: Brazilian Joint Venture – Refining and Recycling
Brazilian Joint Venture – Refining and Recycling • IonicRE and Viridis Mining and Minerals Ltd (ASX: VMM) announced 50/50 JV on 3 April 2024 For personal use only • JV aims to construct a refinery and magnet 50% 50% recycling facility in Brazil utilising Ionic Technologies’ separation technology • V
Slide 16: Board and Leadership Team
Board and Leadership Team For personal use only Brett Lynch Tim Harrison Max McGarvie Sufian Ahmad Nitin Tyagi Executive Chairman Managing Director / CEO Non-Executive Director Non-Executive Director Non-Executive Director A highly experienced international A mining executive with over 20 years’ A d
Slide 17: Corporate Snapshot
Corporate Snapshot ASX: IXR | FSE: 6UH Market Various Options / Cash 12-month For personal use only Share Price Shares on Issue Capitalisation Performance Rights Position Range (min – max) $0.019 $84m 4,446,685,724 190,7000,000 A$4.5m A$0.016–A$0.034 15 April 2024 15 April 2024 15 April 2024 Exercis
Slide 18: IonicRE Value Proposition
IonicRE Value Proposition “With current global heavy rare earth oxide • Direct exposure to heavy rare earths production increasing just marginally each For personal use only market growth year and the outlook for Myanmar (miner of 40% of the world’s dysprosium and • Ionic Technologies producing no
Slide 19: 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
Ionic Rare Earths — Paydirt Battery Minerals Conference 2024 on 6ix