Top member reports
No meetings
Consensus community valuation
The consensus valuation is for members only and has been removed from this chart. Click for membership options.
Contributing Members
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#progress
Added 4 weeks ago

Ioneer have cleared another hurdle and also released a significant upgrade in measurable reserves

24012643a1eb14920c00691b7e35e7f8fd48f1.png


This by no means that they are going to get over the line but the probability seems to be increasing significantly. I think this is a company to keep eyes on, if they do get a positive ROD then this is one of the lowest cost Li producers in the World situated right next door to Tesla's Gigafactory. (NB 2019 numbers, I don't know about current cost comparisons). Nevada has extremely accommodating mining laws.

f7472935c5f3022befb07d9f2d0a1455bd4e64.png

2e720f5804a7a4f387a0fa05357ee2a86e82f0.png


full announcement

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02869029-2A1556823


Not held. On watch list. Would initiate small position in the event of a positive ROD and FID, though there will likely be a lot of dilution and share price volatility between those events and first revenue.

Read More
#Bull Case
stale
Added 2 years ago

Just landed a $1bn US government loan.

I think the buckwheat might come second to the inflation reduction act!

I anticipate quite a pop come opening of trade on Monday.

Read More
#Risks
stale
Added 2 years ago

thought I’d check in and see how Ioneer are doing with their struggles to get the rhyolite ridge project through all the necessary bureaucratic and environmental hurdles. Looks like they’re still at it and still have some years to go even squinting through rose tinted glasses.

I’ll check back in another 12 months or so.

if they can jump through the hoops the resource appears very attractive to my uneducated assessment,

a384e09febe037f3afa85d19de4e0254fc0636.png

Read More
#Binding Offtake with battery p
stale
Added 2 years ago

724821ba00d8f1ebdbca63bf3c21302d8f1ca7.png

Read More
Valuation of $0.800
stale
Added 3 years ago

Ioneer (ASX: INR), an emerging lithium–boron supplier,

”The US and the state of Nevada have prioritized the need for a domestic battery supply chain, and with limited current supply, Ioneer well placed to be part of the solution to meet this goal

CO is in the running for debt funding relief from the US department of energy (should be announced around July 2022 and is close to listing on the NASDAQ. Lithium market is bubbling at the moment - CFO Ian Bucknell expecting two major offtakes in coming months - 5 year deals. Final investment decision by the end of the year.



Read More
#Bear Case
stale
Added 4 years ago

INR is the most advanced and lowest cost Lithium project in the US, situated next to the Tesla Gigafactory and with a sideline in Boron with confirmed offtake agreement  

However, a rare form of buckwheat may scupper their plans. watch for court ruling this coming week to see which way it swings. 
shades of Greenland minerals...,,

 

https://www.google.com.au/amp/s/www.marketscreener.com/amp/quote/stock/IONEER-LTD-47041205/news/ioneer-nbsp-US-fights-new-deadline-for-rare-plant-protections-in-Nevada-33146158/

Read More
#MOU with Caterpillar 16/2/21
stale
Added 4 years ago

ioneer and Caterpillar complete autonomous haul truck feasibility study and sign memorandum of understanding

Highlights:

~ ioneer and Caterpillar complete joint automation study detailing the apparent benefits for early adoption of a Cat® Command for hauling, Autonomous Haulage System (AHS) at Rhyolite Ridge for improved operator safety, equipment utilization and site productivity.

~ With the study complete and Rhyolite Ridge appears to be a very favourable candidate for AHS, ioneer and Caterpillar have signed a memorandum of understanding (MOU) to move the initiative forward.

~Fully integrated mining automation systems offer unprecedented improvements in operator safety, equipment utilization, and site productivity.

~ The Rhyolite Ridge Lithium-Boron Project will be the first greenfield operation in North America to utilize AHS.

~ In October 2020, ioneer announced that it had selected Caterpillar as the exclusive heavy equipment partner for its Rhyolite Ridge Lithium-Boron Project in Nevada.

 

View Attachment

Read More
Valuation of $0.800
stale
Added 6 years ago
Blend of NPV and EV/EBITDA using specs from PFS released last year (under old code GSC). Project could be lowest cost due to high boron recoveries. Bromine is risky as its dominated by turkey whilst US domestics supplies are short. Have key hires who know how to sell the boron.
Read More