UBS forecast the established producer will be returning 40% margins at $60kg NdPr, why would they spend +$1Bn on a project where existing Mgt's best shot is 10% IRR at $59kg NdPr?
Far more cost effective sources of feed available.
2020, page-79
-
- There are more pages in this discussion • 52 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ARU (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
17.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $404.3M | |||
| Open | High | Low | Value | Volume |
| 17.5¢ | 18.0¢ | 17.3¢ | $624.4K | 3.553M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 209908 | 17.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 18.0¢ | 809563 | 23 |
View Market Depth
| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| ARU (ASX) Chart |