NTU v. LYC v. the rest, page-40

.


Hi marcus,

LYC have said (May 21 2019) that Duncan has 3-4 times the quantity of Dy and Tb compared to CLD.

In relation to LYC's HRE/SEG mix Lynas has said (in May 2020) that their:
"Blending Duncan ore into the feedstock is increasing the Dysprosium Dy and the Terbium Tb content of our SEG product."
As to what percentage they are actually up to, Lynas tends to keep those cards close.

"Has LYC released any figures on their costs and margins on it’s SEG product?"
Not that I am aware of.
Lynas had said back in 2016, when it said that it was ceasing sales of their HRE/SEG that the price they were getting had reduced over the past 18 months from US $70/kg to less than US$10/kg.
Recent COP/kg looks to be around the $14-$15 AUD/kg
Vs
Excluding Aust Gov R&D hand outs, it looks like NTU is around $250/kg carbonate. Yeh Ok it is a pilot plant.

*****************************************************************************************

"I see now you claim in your post#

52919264​

that the Dy and Tb content in the LYC SEG produced has increased to >125,000kg Dy and >50,000kg Tb,"
No I didn't claim what you have said above.

marcus in my post 52919264 I think you may have missed the bit where I said "In that time Lynas" Re 2-1/2yrs

BS # 2 "Becoming the world's biggest producer of Dysprosium and Terbium"
9,751 Kg of Dy and 1,245 Kg of Tb mixed in their Carbonate after ~2-1/2 years
In that time Lynas
>125,000 Kg Dy and >50,000 Kg Tb and that was just by-product SEG/HRE Stream

Ivé based my calcs off the annual Dy50T and Tb20T as a minimum, before any Duncan blending figures are released, that's if they ever are.



Cheers
.