IXR 10.0% 0.6¢ ionic rare earths limited

Already getting some information, data here and there where you...

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    Already getting some information, data here and there where you can make some assumptions, these are calculation I performed a month ago using REE prices back then in early August after the Crux Interview with Tim and Brett

    https://hotcopper.com.au/data/attachments/6438/6438591-c67670fc094782e6a3a1481153834aca.jpg
    https://hotcopper.com.au/data/attachments/6438/6438598-7372a94b85d8f072afd7233b42bde990.jpg
    https://hotcopper.com.au/data/attachments/6438/6438631-c884f7bddb48d65fb3a53d8d0a9965e0.jpg


    https://hotcopper.com.au/data/attachments/6438/6438602-43d5e4fade558cc53a924df13e2c0bc6.jpg
    https://hotcopper.com.au/data/attachments/6438/6438605-e91f1fafa24410c342331cf9ba91ca23.jpg
    https://hotcopper.com.au/data/attachments/6438/6438614-684cc9bbefdf2c6b9878fb86e3a281ff.jpg
    https://hotcopper.com.au/data/attachments/6438/6438619-81b9bc9174aa05957492c67778d98163.jpg
    https://hotcopper.com.au/data/attachments/6438/6438627-2ebb0d2620abd07eb3f9ba1889a784e9.jpg

    https://hotcopper.com.au/data/attachments/6438/6438639-11b72fb428881efc1c1f317aeae5b747.jpg
    https://hotcopper.com.au/data/attachments/6438/6438640-886f3b94edcffd55f86782b96980e74f.jpg
    https://hotcopper.com.au/data/attachments/6438/6438647-dfe688e49635d11a7a3f599615a72bf9.jpg
    https://hotcopper.com.au/data/attachments/6438/6438650-c079fcd575270c8869676de6763a0180.jpg

    OPEX $25/kg of REO x 400,000 kg of REO = ~$10M to produce 400,000kg of REO

    from above

    NdPr = ~ $18.0M USD
    Tb = ~ $7.6M USD
    Dy = ~ $2.5M USD
    Ho = ~ $700,000 USD

    Total = $28.8M USD - OPEX $10M USD = ~ $18.8M USD for One Commercial Plant at Rare Earth Prices back in early August, rock bottom Rare Earth Prices NdPr S45/kg USD

    https://hotcopper.com.au/data/attachments/6438/6438708-5e43db1cde583b9cb96269ed13c21683.jpg

    https://hotcopper.com.au/data/attachments/6438/6438705-4592b3298a13b4b36390079757baf817.jpg


    Prices for NdPr Tb and Dy two years ago were 3-4 times higher, that profit $18.8M USD becomes 3 or 4 becomes bigger, very huge profits ~ $55M USD - $75M USD for just one plant, or with OEM's you can set a premium price for secure rare earths

 
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