I can add this from when it was discussed last (Post #:59907977):
Tantalum pentaoxide: AU$391/kg
Niobium pentaoxide: AU$60/kg
Molybdenum oxide: AU$52.kg
Significant demand growth in all three markets.
Not knowing the concentration or processes involve in separating these, but If we can separate these from essentially our tailings then it can potentially bring significant extra revenue for little cost (which is essentially also the case for our HREs).
We also have Sc in our ore: AU$1,478/kg (oxide) Previously this was listed as an 'opportunity', and indicated at 20,000kg/year (this was in a retracted slide). ----
Note: niobium pentoxide is >AU$70 now.. when prices are not controlled by China, there is a clearer supply/demand price correlation..
And worth re-iterating: Mount Weld has a world class deposit.. many many billion$$$ in untapped potential, none of which is priced in.
LYC Price at posting:
$7.36 Sentiment: Buy Disclosure: Held
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