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
$6.81 |
Change
-0.110(1.59%) |
Mkt cap ! $6.393B | |||
| Open | High | Low | Value | Volume |
| $6.92 | $6.94 | $6.81 | $23.24M | 3.397M |
Buyers (Bids)
| No. | Vol. | Price($) |
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| 1 | 140 | $6.81 |
Sellers (Offers)
| Price($) | Vol. | No. |
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| $6.82 | 58478 | 3 |
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| Last trade - 16.10pm 14/05/2024 (20 minute delay) ? |
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Last
$6.83 |
Change
-0.110 ( 1.47 %) |
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| Open | High | Low | Volume | ||
| $6.92 | $6.92 | $6.82 | 1349759 | ||
| Last updated 15.59pm 14/05/2024 ? | |||||
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