Good Presentation. The Rare Earths (monazite) supercharges the Mineral Sands resource to double the NPV to USD$ 2 bil plus for minor cap ex increase. June 2024 is the key timeline to confirm mining terms and amend mining lease to include monazite with government. With elections over and incumbent winning with big majority, management is bullish on outcomes.
Ann: Additional critical mineral stream doubles Toliara's NPV, page-5
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