"companies that only produce carbonates, concentrates and oxides will only fetch a fraction of the price of those materials in metal form.
Oxide producers, for example, will be discounted by 25-35 per cent against the benchmark prices in China for their products.
People who are looking into the rare earths market don’t understand this very well."
https://www.australianmining.com.au/features/rare-earths-to-leave-global-rarity-behind/
So, what are Godolphin's intention? To become producers of carbonates, concentrates and oxides only? It also appears Rare Earth mines are pretty messy. Will they get away with it in Temora?
It all sounds nice BUT what are the realities?
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