Hi DDzx
I stand by my figures for Mt Weld CLD at
14,949,000 t x 9.7%
Visit TMR
http://www.techmetalsresearch.com/metrics-indices/tmr-advanced-rare-earth-projects-index/
you maybe including Mt Weld Duncan Deposit which has a different mineralogy and will require a separate flowsheet
I am not displeased with Lynas' opex or recoveries and as for Molycorps' $3 kg we will wait and see. Maybe it is cheaper to process all those light rare earths. Strange that they ever went out of business in the first place :)
I won't speculate whether or not Peak will put Lynas out of business. I just hope Peak is around going by Jack Lifton
"Between 90–95% of the remaining junior miners will be wiped out."
http://www.mining.com/2012/06/19/the-only-five-rare-earth-elements-that-matter-jack-lifton/
Peak is working to quarantee they will be around by concentrating on the 40 Mt x 4.07%
There is no way that I can see that Peak will concentrate and separate at Ngualla. So your opex will have to include like Lynas transport to another country
I hope that Peak does choose to separate judging by its huge resource and grades as concentrate may only achieve about 25% of the basket price
Reo prices are depress now but that was also an issue when Lynas started. With the massive developement costs involved Peak will most likely have to find a suitable partner and the terms may not be as favourable as what Lynas has achieved
You know what they say, First in Best dressed :)
Tonio
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