botfodder, appreciate the effort but suggest you cross check your data with TMR. Gareth derives his numbers direct from each updated company JORC or equivalent so I think you'll find them very accurate:
http://www.techmetalsresearch.com/metrics-indices/tmr-advanced-rare-earth-projects-index/
What would be interesting, if you can be bothered, would be to do a second line for Duncan, delete the Cerium % and calculate the balance back to 100%. That would give a basket in line with the proposed production numbers. Did a rough calc some time ago and got around $120 from memory, against TMR's current $53.
basket calculator, page-3
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