Key Investment Highlights:
- REE Sector Exposure: Rare earth element market is strong and growing. Access to REE and other critical raw materials is setting the pace and balance of the energy transition. The ability to process rare earths is unique, particularly outside of China. Therefore, the industry value expected to migrate to the processors of REE.
- ACDC will focus on HMS/REE with a technology spin: Undertake the development of its Heavy Mineral Sand Projects, in conjunction with developing and advancing the MMP technology, targeting production of process of monazite and REE products.
- Medallion Technology: Over a period of 5 years, Medallion has advanced the MMP, which is a highly efficient “best in class” caustic cracking process that delivers separated REEs, while producing zero liquid waste. ACDC will work with Medallion on further refining and optimising the MMP.
- First Class Team: Highly credible and experienced team to progress exploration and accelerate potential development of the Projects, creating an integrated company.
- Integrated Business Model: Integrate the mineral sand resources with the value-add Medallion Monazite Process. ACDC will explore the traditional export route through Portland (VIC) and other possible options, such as South Australia.
- Heavy Mineral Sands (HMS) in the Murray Basin have been discovered across two styles: Strandline/Strand-style which are narrow, long, high grade deposits containing zircon and titanium. WIM style: planar and extensive, with significant monazite (REE) content. ACDC holds both styles of mineralisation models that have been historically drilled, potentially providing reduced project risk.
