Simple really, finance will flow to the most efficient option, which isn't PEK @ $130kg pa NdPr, but it is in front of ARU @ $180kg, if that's any consolation.
These legacy plants are dinosaurs, we are on the cusp of full process being developed <$50kg, that can grow incrementally with end mkts and at start up have operating costs equivalent or perhaps slightly better than what Lynas will achieve after 7yrs building & optimising scale @ 25ktpa, adding the last 1962tpa NdPr @ A$17.80kg BTW.
Ann: ASX Release Land Agreement Teeside, page-12
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21.0¢ |
Change
0.003(1.20%) |
Mkt cap ! $55.95M | |||
| Open | High | Low | Value | Volume |
| 20.8¢ | 21.0¢ | 20.5¢ | $15.24K | 72.65K |
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| No. | Vol. | Price($) |
|---|---|---|
| 1 | 91 | 21.0¢ |
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| Price($) | Vol. | No. |
|---|---|---|
| 21.5¢ | 151525 | 2 |
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