2ic
Your cost of $60/kg of NdPr is incorrect for monazite. Only currently USD7-8/kg for monazite concentrate as this needs significant further processing. And if a similar agreement as reached for Congo (DRC) Monazite is applied then the offtake sales agreement is FOB to a port (in the terms already) and will take another 7% per kg for the marketing.
My spreadsheet is never great. I have sold mine recently.
CAPEX chat, page-8
Add LIN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
12.5¢ |
Change
0.005(4.17%) |
Mkt cap ! $138.3M | |||
| Open | High | Low | Value | Volume |
| 12.0¢ | 12.5¢ | 12.0¢ | $2.281K | 18.62K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 11 | 424773 | 12.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 12.5¢ | 124741 | 6 |
View Market Depth
| Last trade - 13.06pm 11/07/2024 (20 minute delay) ? |
| LIN (ASX) Chart |