re: Ann: MD Presentation - BBY Rare Earths Co... Did anyone notice the PFS sensitivity analysis on their project. The NPV of a high case assumption was $6.5billion the high case assumption was with rare earths trading at $54KG the current price is basically three times that price.
Tight supply high demand could see the price stay high for some time. Looks exciting and near term focus on this project in mining terms.
Ann: MD Presentation - BBY Rare Earths Conference, page-2
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