Correction to my previous post - ARU did update their Nolans economics in 2022. Their early 2022 estimated CAPEX (before ILU/LYC demonstrated blow outs and 2022-24 inflation) was $1.6B AUD to produce 4,440 tpa NdPr oxide. OPEX on an NdPr oxide produced basis was 29 USD/kg after phosphoric acid credits (very good). But the incredibly high up front CAPEX means a LOM average NdPr oxide price of 130 USD/kg is required to get to 20% IRR, or nearly 3x the current spot price.
Would be interesting to do a head to head comparison with Sybella after follow up met work is released.
- Forums
- ASX - By Stock
- RDM
- Sybella Benchmarking vs Peers
Sybella Benchmarking vs Peers, page-106
-
-
- There are more pages in this discussion • 59 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
|
|||||
Last
12.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $37.45M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
6 | 193519 | 12.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
12.5¢ | 27693 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
6 | 193519 | 0.120 |
3 | 117000 | 0.115 |
2 | 70000 | 0.110 |
1 | 9300 | 0.105 |
3 | 31201 | 0.100 |
Price($) | Vol. | No. |
---|---|---|
0.125 | 27693 | 1 |
0.130 | 79007 | 2 |
0.135 | 182007 | 4 |
0.140 | 142642 | 2 |
0.145 | 8333 | 1 |
Last trade - 16.12pm 03/09/2024 (20 minute delay) ? |
Featured News
RDM (ASX) Chart |
Day chart unavailable