Alexandria,
I think the $100m EBITDA for stage 1, is more likely numbers from last year when NdPr price was over US$125k per tonne. It's now around US$60 to $65k per tonne.
So I think around US $30m EBITDA.
But i'm bullish on the long term NdPr price and think the overall for LOM it will average far greater than today's price.
Also for stage 1 at 440ktpa going to 3mtpa, this thing prints money.
Just cheap-- Real cheap
121 Mining Investment Conference South Africa2024, page-12
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