INR 4.00% 12.0¢ ioneer ltd

External News & Commentary, page-53

  1. 10,927 Posts.
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    Boron is a bonus. If others had it INR would not have a UNIQUE mineralisation. Another clay based project has valuable rare earths in their mineralization (which they also had to "produce" ... I believe what we are talking about are "samples" as in INR produced a sample of 200g of LiOH .... about $2 worth of powder roughly at $10/Kg or $10,000/tonne).

    Personally who cares what the product mix is ... what's required is the best mix that generates the highest return for the lowest risk. And that is why resource companies do PEA, PFS, DFS, FEED & FID. Put those side by side and look at the differences and just some of the assumptions used. And each company would have "produced" samples to move those studies along the path to actual production.

    Here's an example ... the number being highlighted is the highest IRR (post tax) of the project.
    Source: http://epsteinresearch.com/2019/12/09/cypress-development-corp-s-pfs-on-its-nevada-clay-hosted-lithium-project-expected-in-january/

    I look at the whole picture.

    https://hotcopper.com.au/data/attachments/1944/1944760-7e3af240394c4a210d74f3b172250444.jpg

    Last edited by cmonaussie: 24/01/20
 
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