Anyone have a view on the Macro picture forming here. lets say they prove up a 50mt resource with an average TREO of say 1.5% and NdPr30%
Relatively shallow...needs to be trucked out to Lynas' new processing facility. What would this be worth to a BHP, RIO, Fortescue or Lynas? What price makes it economical to mine and sell 50MT of this stuff, or mine and process and sell?
Ann: High-Grade Rare Earth & Niobium Zones at C3 & C5 - Mangaroon, page-57
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