I am thinking a release from ARU to coincide with the FYI PFS early 2024. With ARU CAPEX requirements 50% plus additional Nolan's expenditure if they go path of promising DY/TB products. Additional planned concentrate tonnages and grades translated to anticipated kgs of end products and additional revenue per annum and payback period which could be quiet short as they envisage.
We operate in a world class jurisdiction so my concerns re concentrate supply from various companies is minimal and logistics - processing of concentrates in Darwin could be very low for very high grade X concentrate to then be railed and processed at Nolan's.
Another keen eye on PrNd pricing later today. Looking for a 3 day rise? Bottom confirmation in coming week or two.
Ann: FYI: FYI Enters The Rare Earths Sector, page-26
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