Thanks, I haven't come across this one. Will be looking out for their scoping study and then I'll do a head to head under the same pricing assumption they use. First read is same as you, it will be capex intensive: 1. SAG mill, 2. WHIMS (very CAPEX intensive units) 3. hot acid tank leaching (and filtering) so exotic materials of construction. But will wait for the scoping study.
I think they have these the wrong way round, HPAL (high pressure acid leach) is 200degC+, and there's no way you can do an open tank leach at 360degC with sulphuric acid, 98% sulphuric acid boils at 337degC! So if they are doing low(er) CAPEX tank leaching, then they will be getting ~40% NdPr and ~25% DyTb recoveries.. about half RDM, which cancels out their double head grade.
@goldbear77 great post, couldn't have said it better myself.
- Forums
- ASX - By Stock
- RDM
- Sybella Benchmarking vs Peers
Sybella Benchmarking vs Peers, page-33
-
-
- There are more pages in this discussion • 132 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add RDM (ASX) to my watchlist
(20min delay)
|
|||||
Last
15.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $47.94M |
Open | High | Low | Value | Volume |
16.0¢ | 16.0¢ | 15.5¢ | $6.125K | 38.45K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
9 | 182468 | 15.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
16.0¢ | 43629 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
9 | 182468 | 0.155 |
8 | 1517225 | 0.150 |
1 | 40000 | 0.145 |
2 | 29001 | 0.140 |
2 | 120000 | 0.135 |
Price($) | Vol. | No. |
---|---|---|
0.160 | 43629 | 3 |
0.165 | 43666 | 2 |
0.170 | 112921 | 3 |
0.175 | 25000 | 1 |
0.180 | 202000 | 4 |
Last trade - 11.15am 24/07/2024 (20 minute delay) ? |
Featured News
RDM (ASX) Chart |
The Watchlist
I88
INFINI RESOURCES LIMITED
Charles Armstrong, CEO & MD
Charles Armstrong
CEO & MD
Previous Video
Next Video
SPONSORED BY The Market Online