Thanks for the link bluesamurai,
I noticed Ian Chalmers commented.
"Ian Chalmers
Tim, appreciate you have some exposure to the rare earth industry by your attendance at RE conferences and contributions to blog sites but you don’t seem to consider all the available public date on the Dubbo project when commenting. The last published revenue numbers for the Project used May 2017 prices (AMEC presentation 7 June 2017). Since that time Nd, Pr and Zr prices have risen and Dy is about the same. So of total project revenue (Zr, Hf, Nb, REs) Nd, Pr, Dy, Tb contribute about 25% of that total (NdPr ~ 15% , DyTb ~10%), the others ~5%. From the many negotiations we have had (many ongoing), we can sell all of that output including other heavies. We can also sell all of the Y we produce that is not consumed producing yttria stabilised zirconia by the DP. The cost of toll treatment is included in the quoted OPEX. So yes you can say that the REs are coproducts with Zr, Hf and Nb production but that is the financial strength of the Project. Happy to discuss with you in Hong Kong next week.
November 2, 2017 - 5:16 AM"
ALK Price at posting:
30.0¢ Sentiment: Buy Disclosure: Held
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