IXR 0.00% 0.8¢ ionic rare earths limited

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  1. 5,637 Posts.
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    https://hotcopper.com.au/data/attachments/6462/6462225-102cc54f336a0ac9bbad56f7ee3ccbb5.jpg




    https://hotcopper.com.au/data/attachments/6462/6462234-a6c1bb27a80db78fbc001f5ad3b1beee.jpg

    https://hotcopper.com.au/data/attachments/6462/6462239-ceec8c3a0c1f3c38d408ff63c094d645.jpg
    https://hotcopper.com.au/data/attachments/6462/6462243-1f156d59febe6a53bb4ecea04e8ed9b5.jpg


    https://hotcopper.com.au/data/attachments/6462/6462259-5ac10f8e3df3aa8b5c1db289c0f65b67.jpg
    https://hotcopper.com.au/data/attachments/6462/6462279-560c9a06bc0e60ef8cf190b3b762c0c3.jpg


    And


    https://hotcopper.com.au/data/attachments/6462/6462289-17fdfe4a0abadfa01e46fc3fd0a82360.jpg

    Back in 2018, 600t of feed to produce 200t of HPSREO
    Capex $13M USD, in 2024 pricing + inflation ~ $16.5MUSD
    Opex $35-$40USD/kg

    2024, 1200t of feed to produce 400t of HPSREO
    Capex ~ $35M-$40M
    Opex ~ $25USD/kg - $30USD/kg


    Further Calculations can be found here Post #: 75128679

    Quick Summary

    https://hotcopper.com.au/data/attachments/6462/6462348-3dd7e862a3a894b3f84691c5e593c478.jpg
    https://hotcopper.com.au/data/attachments/6462/6462353-65348fecf902b8c0c829b22541bd7a7d.jpg
    https://hotcopper.com.au/data/attachments/6462/6462387-e1a863f3b46793ebf736556f2ccb63ed.jpg
    https://hotcopper.com.au/data/attachments/6462/6462389-0a9fae4ec2038014c94993b75cb008c2.jpg
    https://hotcopper.com.au/data/attachments/6462/6462392-280c2f5687fa9b96374cd07d71a55b47.jpg
    https://hotcopper.com.au/data/attachments/6462/6462395-5dea3d91c0820a288a770ac262c8f684.jpg
    Total ~ 30M USD
    Opex Costs ~
    Tax Rate 12.5% ~ $3.75M USD

    Those calculations were performed with pricing being rock bottom

    NdPr Oxides ~ $50USD/kg
    Tb Oxide ~ $640USD/kg
    Dy Oxide ~ $210USD/kg
    Ho Oxide ~ $60USD/kg
    Opex Range ~$25USD/kg - $30USD/kg = 400,000kg = $10M - $12M USD
    Capex Range $35M-$40M USD

    Total ~$30M USD
    Opex ~ $11M USD
    Feed ~ $150,000USD
    Tax 12.5% (30 x 0.125 = 3.75) ~ $3.75M USD I'm guessing here

    https://hotcopper.com.au/data/attachments/6462/6462466-77ecf1c7ad8daa0adfd527fbf97441e8.jpg

    ~ $15M USD at Chinese Rare Earth Oxides rock bottom pricing!

    Premium Prices multiply the total above 2-3 times $30M USD - $45M USD

    At Premium Prices

    https://hotcopper.com.au/data/attachments/6462/6462430-73b7045c54fe7bbc1a31bd8dd3263cb4.jpg
    https://hotcopper.com.au/data/attachments/6462/6462433-de22ecc82f39e1693b8c841e41b379f2.jpg




    https://hotcopper.com.au/data/attachments/6462/6462363-5c8632930885f4dc5a9fabc5f07b1cf0.jpg

    This is a Guess with figures that are available, DYOR

    Anyone else like to have a go and see what they get or adjust
 
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