What am I missing that accounts for LIN being valued at $420m versus PEK at just $125m?
I do not know the pricing assumptions LIN used, and only have a vague idea that Kangunkunde is primarily Monazite, and PEK's Ngualla mainly bastnaesite.
PEK's recovery and concentrate grade also seem far lower, but PEK seems developmentally much further along the curve than LIN.
Is there a good way to value LIN's bauxite assets?
Appreciate all views.
Ann: Maiden Mineral Resource Estimate 261MT at 2.19% TREO average, page-93
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| Open | High | Low | Value | Volume |
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