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?
Cathy says: "On an incentive price basis, the Project requires...
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Last
$6.62 |
Change
-0.110(1.63%) |
Mkt cap ! $6.169B | |||
| Open | High | Low | Value | Volume |
| $6.66 | $6.66 | $6.59 | $28.06M | 4.239M |
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| No. | Vol. | Price($) |
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| 1 | 10863 | $6.62 |
Sellers (Offers)
| Price($) | Vol. | No. |
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| $6.63 | 10794 | 2 |
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| Last trade - 16.10pm 30/05/2024 (20 minute delay) ? |
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Last
$6.63 |
Change
-0.110 ( 1.64 %) |
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| Open | High | Low | Volume | ||
| $6.66 | $6.67 | $6.59 | 1496384 | ||
| Last updated 15.59pm 30/05/2024 ? | |||||
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