i see they have rare earth prices compounding at 20-30% pa
that will see rare earth pricing for mt weld at
base case 20%
2011 $14.20
2012 $17.28
2013 $20.72per kilo
with lynas hitting 21,000 production in 2013 and this being
BCC independant base case assumptions.
With Malawi , the phosphate and the crown poly tenement still in hand .the company will be cash positive from day 1 to pursue these as well.
LYC will be a great story as it all unfolds .
the crown deposit will be over $30 per kilo not bad to have this in your back pocket for when the time is right.
The day to day volatility i dont enjoy the month to month increases in share price i do
good luck all
aru presentation
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