Updated some figures from Bell Potter presentation 12 Feb 2022 with current NdPr pricing at US$152 p/kg
NdPr Production 4440 ton pa
@ US$152 p/kg
= US$ 674,880,000
+ Phosphoric acid $58m
Total revenue US$732.88m
Mining costs $30m pa
Processing cost $105m pa
Admin cost $15m p
EBITDA $US582m
EBITDA $AU814m
Current market cap $542m
MC 8x EBITDA $4.3b
Mine life 38years
Capital cost AU$1056m
IRR 77%
Doesn’t take into account dilution, changes in capital costs or currency changes. Also doesn’t account for increases in NdPr and Phosphoric acid prices by the time production has commenced.
I think it’s more de-risked than the market gives it value for.
Ann: Quarterly Activities Report and Appendix 5B, page-5
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