**Edit* $2.5 billion- over $6.5 billion approx. depending on where...**

First 4 Last

Share
Profile

Follow
Buckaroo737

3,922 Posts.

306

18/08/22

13:20

Post #: 63189979
Share

Originally posted by Josho737: ↑

So doing a rough calculation, 110MT - 220MT @ 635ppm to 832ppm TREO, equates to about 635t to 832t per 1 MT.

At 25% valuable magnetic rare earths that's 158.75t to 208t per 1 MT of Nd-Pr-Dy-Tb, I can't seem to find the other prices but Neodymium which is currently 970,000 CNY per T or just over 143,000 USD/t. (If anybody knows where to track the other 3 that will be great to know)

If we were to work a calculation of Nd assuming the others similarly priced. It works out to be $22.7 m USD/MT - $29.74m USD/MT, so that ranges from nearly $2.5 billion- over $6.5 billion approx. depending on where they hit in that target, and that's those 4 valuable REEs alone. And that's not including the AI2O3 (Aluminium Oxide), Kaolin, or other 75% of other REEs. The 2021 Kaolin average price was $160 USD/t.

In saying that not sure how much it would cost roughly to mine 110MT to 220MT (maybe SF2TH will know), but do know clay is a lot cheaper, but seems to be a lot of value in ground at Caralue Bluff

Expand

Edit*

$2.5 billion- over $6.5 billion approx. depending on where they hit in that target, and that's those 4 valuable REEs alone *in ground.*

This doesn't include recoveries, but even with recoveries it will still be worth quite a lot of money.

ITM Price at posting: 37.0¢ Sentiment: Buy Disclosure: Held
6 Upvote

0 Great analysis

Reply

Top Stories

Thursday's HotCopper trends: Second Amplia response, Race combo dosing | June 19

Almonty Industries – Now it is getting critical!

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

MEM

Many are concerned about global falling birthrates. This diverse stock has solutions

RML

Resolution Minerals charges further into antimony space with Horse Heaven acquisition

First 4 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 3.1¢		Change 0.000(0.00%)		Mkt cap ! $5.295M

Open	High	Low	Value	Volume
3.0¢	3.1¢	3.0¢	$5.171K	171.5K

Buyers (Bids)

No.	Vol.	Price($)
2	196866	3.1¢

Sellers (Offers)

Price($)	Vol.	No.
3.2¢	72756	2

View Market Depth

No.	Vol.	Price($)
2	196866	0.031
1	330000	0.030
3	590000	0.029
5	832130	0.028
2	160615	0.027

Price($)	Vol.	No.
0.032	72756	2
0.034	280000	1
0.037	11500	1
0.038	390290	2
0.040	91872	4

Last trade - 15.42pm 19/06/2025 (20 minute delay)

ITM (ASX) Chart

**Edit* $2.5 billion- over $6.5 billion approx. depending on where...**

Thursday's HotCopper trends: Second Amplia response, Race combo dosing | June 19

Almonty Industries – Now it is getting critical!

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Many are concerned about global falling birthrates. This diverse stock has solutions

Resolution Minerals charges further into antimony space with Horse Heaven acquisition

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Edit* $2.5 billion- over $6.5 billion approx. depending on where...

Top Stories

Thursday's HotCopper trends: Second Amplia response, Race combo dosing | June 19

Almonty Industries – Now it is getting critical!

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Many are concerned about global falling birthrates. This diverse stock has solutions

Resolution Minerals charges further into antimony space with Horse Heaven acquisition

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

**Edit* $2.5 billion- over $6.5 billion approx. depending on where...**