A few thoughts on the KMP slide
- Very low incremental cost for the Phase 2 ramp-up - just ~US$8M for close to a tripling of output!
- Increased focus on the Tb/Dy heavy RE metals, the refinement of which is even more China dominant than the light RE's, and I believe this metallisation utilises the proprietary LK Process IP which is significantly greener (lower power needs) than traditional (Kroll?) processes - so both a cost and ESG advantage
- But mention of the CuTi production, also using the LK Process, which was a focus for a while - can only assume buyers were lacking??
A few thoughts on the KMP slideVery low incremental cost for the...
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Last
57.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $115.3M | |||
| Open | High | Low | Value | Volume |
| 0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1724 | 58.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 55.5¢ | 8000 | 1 |
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| Last trade - 09.51am 31/07/2025 (20 minute delay) ? |
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