General Chat / Discussion, page-11620

25% of the EU's RE use needs to be recycled by 2030 and the rest of the world needs a secure ESG compliant source

im estimating the EU's total to be about 5000tpa given its about 20000tpa in total being used currently (roughly) and not taken into account increase in demand witch you would expect there to be in the back half of the decade when we are producing.

does anyone know what the split is for the 4 elements that we are targeting ?? is it 1000tpa of that 5000tpa or is it 2000 or 500 ?? does anyone know this
The FS has a 400tpa output
so the question is how many modules does the EU need up and running to meet the 25% target they have set ?

then how many others will be up and running over the rest of the world 1 in brazil or do they need more than 1 ?? 1 in the USA or do they need more ?? Asia ??

How many multpuls of the FS can we seriously expect to be rolled out over the next decade ???
is 5 reasonable world wide or 10 ??
not taking any increase in spot into account it starts to look like big numbers just based offf the FS.
remembering we are currently the only ones separating by recycling outside of china others are trying but we have first mover advantage who knows how long for but we have it.
Lynas trade at around 10x earning I think ??
if im ball park correct and please pick me apart and tell me how wrong my assumptions are but if im thereabouts then the numbers can start looking pretty attractive for long long term holders.
Tell me im wrong.....