LYC 0.60% $6.66 lynas rare earths limited

Perhaps I can help with some numbers (from earlier...

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    Perhaps I can help with some numbers (from earlier posts):
    --------
    Calculations with the earlier assumptions (1,200 tpa Post #: 62040621):
    'My calculations are (more precisely) 46t DY, 26t Tb, and 1,127t SEG (275t Gd, 195t Eu, 695t Sm).'

    After recent comments re higher production rate (Post #: 69105351):

    'AL mentioned during the call that the US facility will produce 8,000tpa of REEs, up from previous 5,000tpa.

    Now we will likely produce some 2-3,000 tpa SEG, 200+ tpa Dy/Tb (instead of previously assumed ~1,200tpa), plus some 2,500tpa NdPr. Back of napkin calculations would indicate potentially $500+m extra in revenue, and very importantly, comes almost 'free'.'

    In terms of 'other possible products', this may be food for thought (Post #: 68461562):

    I thought it would be interesting to list some of Mt Welds treasures by approximate value:

    1. NdPr, resource value: US$39 billion
    2. Niobium: US$20b
    3. Phosphate: US$7b
    4. Dysprosium: US$2b
    5. La/Ce: US$0.8b
    -----------

    I hope this helps. I'm convinced we will start tapping into the 'other products' rather soon, from what I understand it's part of the motivation for current drilling program. Niobium (Mt Weld is perhaps the 2nd biggest global resource) and Phosphate (very high % resource and close to the surface) seems given.

 
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