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Ionic Rare Earths (IXR) investor relations material
Ionic Rare Earths AGM 2025 Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 Presentation summary27 Nov, 2025
Vision and strategy
Aims to establish a resilient, fully integrated Western rare earth supply chain, starting with magnet recycling and expanding to mining and refining.
Focuses on reducing Western dependence on China for rare earths, especially for defense and industrial needs.
Plans include recycling plants in the US, Europe, Brazil, and Asia, supported by industry and government.
Growth exposure through the Viridion Joint Venture in Brazil and the Makuutu Heavy Rare Earth Project in Uganda.
Envisions a circular, green, low-risk, and low-CAPEX supply chain.
Technology and operations
Developed patented recycling technology to separate and refine individual rare earth oxides from spent magnets and swarf.
Only Western recycler currently producing separated and refined magnet REOs, with a demonstration plant operating in Belfast.
Technology validated from lab to demonstration scale, with commercial scale planned.
Industry partnerships with leading OEMs and no reliance on China.
Capable of producing high-purity light and heavy rare earth oxides, including Nd, Pr, Dy, Tb, and others.
Projects and partnerships
Makuutu Rare Earths Project in Uganda holds a large-scale mining license and is a near-term, permitted source of heavy rare earths.
Stage 1 Makuutu plant targets 5.0 Mtpa throughput, with a maiden ore reserve of 172.9 Mt at 848 ppm TREO.
Viridion Joint Venture in Brazil leverages separation and refining technology for local recycling and refining.
MOU with US Strategic Metals to fast-track magnet and heavy REO production in the USA, utilizing a fully permitted site in Missouri.
Leading the UK Government's DRIVE35 project to build a circular REE supply chain with major industry partners.
What is the commercial plant deployment timeline
Quantify Makuutu DFS impact from new HREO prices
What is the status of US Strategic Metals JV
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Next Ionic Rare Earths earnings date
H1 202610 Mar, 2026
Next Ionic Rare Earths earnings date
H1 202610 Mar, 2026
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Frequently asked questions
Ionic Rare Earths Limited is an Australia-based mineral exploration and development company focused on rare earth elements. The company is engaged in the acquisition, exploration, and advancement of rare earth projects, with a primary focus on sustainable and strategic supply for global markets. Ionic Rare Earths Limited is headquartered in Perth, Australia, and its shares are listed on the Australian Securities Exchange (ASX).
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