From the Australian Government Outlook Report; Table 2: Rare earths development projects in Australia: I note forecast Lynas Annual Revenue of $400m is significantly less than Arafura's at $540m.
I assume it would be correct to assume that the Lynas final production costs with transport and processing overseas (Malaysia and USA) would exceed that of Arafura's Nolans?
At face value based on the subject report it would seem that finance providers interested in rare earths should see some value in Arafura compared to Lynas
- a stable country and supportive government
- higher revenue
- higher profit margin(?)
On this rather superficial analysis I think I should be hanging on to my Arafura shares for now??????
ARU in PM's speech to Minerals Council Dinner, page-13
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