PEK 0.00% 21.0¢ peak rare earths limited

Hello. There is no such thing as a $1 billion NPV when numbers...

  1. 2,526 Posts.
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    Hello. There is no such thing as a $1 billion NPV when numbers are plucked out of speculation. While I personally struggled to reconcile the various feasibility study data issued by PEK with their respective NPVs, one impression I have is PEK appeared to use Nd-Pr prices of US$232/kg on 24/10/22 and US$120/kg on 30/11/23. The current Nd-Pr price is US$43.81/kg excluding VAT.

    https://hotcopper.com.au/data/attachments/6333/6333203-2a69d6dff247d9b4b826f0598ba77606.jpg



    https://hotcopper.com.au/data/attachments/6333/6333202-2dcac5e0076574f313c0593bc3fa77ce.jpg




    https://hotcopper.com.au/data/attachments/6333/6333215-ae98ac5e87c9b3f0e00692c29f8f0050.jpg

    https://hotcopper.com.au/data/attachments/6333/6333210-880555bf41e3d9067a97e34596692d4d.jpg

    https://hotcopper.com.au/data/attachments/6333/6333209-950601fdb43ac9e082eab9fca200db59.jpg
    https://hotcopper.com.au/data/attachments/6333/6333204-710b1efeafb0bd70e845bf22d323078c.jpg

    Last edited by GKeden: Wednesday, 11:56
 
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