IXR 5.56% 1.0¢ ionic rare earths limited

General Chat / Discussion, page-10264

  1. 5,831 Posts.
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    Peak Rare Earths

    TanzaniaGov 16% Free Carry

    https://hotcopper.com.au/data/attachments/6416/6416327-66b707d9e8082dcfd89e827bfd75692e.jpg
    Chinese own 50% of the company PEK 84% ownership

    Shareholders 42% of the Project....not much value for the SH. 48% profits going to China (42%) and Tanzania (16% Free Carry)

    Feasibility Study based on these figures

    https://hotcopper.com.au/data/attachments/6416/6416360-1332e5f39923fa4dca857744148a1cd9.jpg
    Base case $153-$201/kg NdPr prices .....smile.png
    Downside $100/Kg NdPr prices eek.png

    https://hotcopper.com.au/data/attachments/6416/6416365-4bd57b8f1bd15479da803849ad0e310f.jpg
    How about doing one at $50/kg.......unprofitable .....Great win for China

    By the way if your going to say that those prices are Profitable, well Makuutu at those prices $100-$201 USD/Kg of NdPR becomes very profitable as well

 
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