ARU 0.00% 16.0¢ arafura rare earths ltd

Already posted them here previously, you only have to ask nicely...

  1. 19,584 Posts.
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    Already posted them here previously, you only have to ask nicely to get them again, though doubt you'll understand them a second time:

    Pages2 from dd18_LYC.jpg

    Bear in mind ~$300M of Ph1 were "Establishment costs"/delays, the plant itself was carried on the books at $450M until written down to equate Ph2.

    Far from the ideal start up but without those extraneous costs capital intensity would be ~US$70/kg NdPr.

    ARU proposing ~US$180/kg NdPr, probably explains the German reaction.
    Last edited by ausheds: 22/02/20
 
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