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.
Sybella Benchmarking vs Peers, page-106
-
- There are more pages in this discussion • 48 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add RDM (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
16.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $47.92M | |||
| Open | High | Low | Value | Volume |
| 16.0¢ | 16.0¢ | 16.0¢ | $8.596K | 53.72K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 65908 | 16.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 16.5¢ | 174020 | 4 |
View Market Depth
| Last trade - 13.06pm 03/07/2024 (20 minute delay) ? |
| RDM (ASX) Chart |