Can't say i know too much about LYC nor MCP's economics, but I think you may be a little off the mark saying anyone else with a grade of less than ~20% will incur production costs of $75-100/kg.
ARU for example is still very profitable at $22/kg basket price (see asx release dated 11/10/10) And have indeed produced separated REO's (asx release dated 13/9/10) May be worth another look?
ALK on the other hand will also be very profitable- the REE are just the cherry on top, mostly i believe a Zirconium and Niobium play with a gobsmacking 150+ yr resource- very robust economics.
Anyway, sorry to everyone, i know this is NTU's thread. I hope they find something soon :)
NTU Price at posting:
56.5¢ Sentiment: Hold Disclosure: Held
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