Cathy says: "On an incentive price basis, the Project requires an NdPr oxide prices of US$75.50/kg to achieve an IRR of 15% or US$59/kg to achieve an IRR of 10%."
Which is an incredible validation of UBS's thesis around $60kg "barrier to entry", remember that number next Tuesday.
Also very interesting capital cost item in the $1Bn CapEx break out, between Beneficiation @ $42M and Separation @ $48M they have an "Extraction Plant" @ $284M, anyone care to hazard a guess?
dr looi on fb malaysia, page-618
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Mkt cap ! $6.290B | |||
| Open | High | Low | Value | Volume |
| $6.67 | $6.80 | $6.66 | $19.11M | 2.836M |
Buyers (Bids)
| No. | Vol. | Price($) |
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| 2 | 29422 | $6.72 |
Sellers (Offers)
| Price($) | Vol. | No. |
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| $6.74 | 54181 | 4 |
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| Last trade - 16.10pm 29/05/2024 (20 minute delay) ? |
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| Open | High | Low | Volume | ||
| $6.68 | $6.80 | $6.67 | 847019 | ||
| Last updated 15.59pm 29/05/2024 ? | |||||
| LYC (ASX) Chart |