ARU 0.00% 18.5¢ arafura rare earths ltd

Australia Positions itself as key rare earth mineral supplier, page-64

  1. 19,580 Posts.
    lightbulb Created with Sketch. 4953
    Well how about a quote from Patto's analysis then:

    "Project requires NdPr price US$75.50kg for IRR of 15%"

    And plenty of commentary around capital risk.

    UBS also put it at $72kg, and importantly the offtakes to realise a "basket price" $21kg.

    Go figure what others would be earning in the real world IF NdPr makes $70kg.
 
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