PEK peak rare earths limited

Ann: Peak to be acquired by Shenghe following Entitlement Offer, page-47

  1. 7,111 Posts.
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    Hello. I already informed you, its just a source of cheap supply. I posted months ago it was worth close to zero but now it might make US$15Mpa net profit for Shenge at current prices, which is US$24M pa in cash flow after adding back depreciation. However, that is a long payback on US$280M of capex, as i posted. Therefore, its obviously worth something but not much. ARU is worth close to zero to me.
    Last edited by GKeden: 15/05/25
 
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