Folks, I was just looking through the 2019 DFS and two things stood out:
1. Cost of production: $24
2. Forecast 2030 price of NdPr: $80
Obviously at those prices this is a compelling project.
But since then we've had covid and costs have exploded while NdPr is selling for only about $50 (the price has fallen from about $66 in 2019).
Does anyone have any updated guidance on cost of production?
Arafura Rare Earths Ltd, page-357
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