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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