re: Ann: Strategic Partner Discussions underw... Kickit2me
I should have said Hastings intends to also produce
"mixed rare earth oxide containing minor light rare earths and the remaining heavies (Tb)"
This won't attract full value and also longterm contracts for offtakes would appear to be in the region of 75% of the basket price
CUX quotes 75% and
NTU in the CJ Carmichael report, 60-80%
The $96 Kg Reo comes from TMR
Individually or combined, which ever way you cut the cake, gives you the same total
I always use TMR as a reference for basket prices. They are reasonably up to date (Apr 15) , though I must say that lynas on its website also shows prices and have just taken a big hit going from $37 to $32 Kg Reo
I expect that Hastings will also have a reduced Basket price when TMR next do an update of the 'TMR Advanced Rare-Earth Projects Index'
On a good note basket prices exclude Ho-Er-Tm-Yb-Lu oxides
In Hastings case this make up an extraordinary 18.8%
Forget the Scoping studies compelling economics
On the current financials HAS will find it very difficult to go it alone. That was why I suggested a strategic partner with funding is Hastings only hope
Tonio
- Forums
- ASX - By Stock
- HAS
- Ann: Strategic Partner Discussions underway on Ha
Ann: Strategic Partner Discussions underway on Ha, page-30
-
- There are more pages in this discussion • 14 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add HAS (ASX) to my watchlist
(20min delay)
|
|||||
Last
27.5¢ |
Change
0.005(1.85%) |
Mkt cap ! $49.72M |
Open | High | Low | Value | Volume |
27.0¢ | 28.5¢ | 27.0¢ | $60.27K | 214.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 10908 | 27.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
28.5¢ | 37279 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 10908 | 0.275 |
5 | 95799 | 0.270 |
7 | 121276 | 0.265 |
6 | 115748 | 0.260 |
3 | 120499 | 0.255 |
Price($) | Vol. | No. |
---|---|---|
0.285 | 37279 | 3 |
0.290 | 70000 | 2 |
0.300 | 15100 | 3 |
0.315 | 1713 | 1 |
0.340 | 1485 | 1 |
Last trade - 16.10pm 17/09/2024 (20 minute delay) ? |
Featured News
HAS (ASX) Chart |