IXR ionic rare earths limited

BelfastUSA and BrazilDifference in Opex with Belfast and the USA...

  1. 7,284 Posts.
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    https://hotcopper.com.au/data/attachments/6640/6640919-708eef6be8a5dfeecaf86268a66462aa.jpg

    Belfast

    https://hotcopper.com.au/data/attachments/6640/6640926-4cf8527b372a1a0c0bd9049efc777b7f.jpg
    https://hotcopper.com.au/data/attachments/6640/6640928-e1db93f4ed0ac36f94d8e49f3c6043c3.jpg
    https://hotcopper.com.au/data/attachments/6640/6640929-76eebd86e44516fd6fb276b2fd3bb61c.jpg



    USA and Brazil

    https://hotcopper.com.au/data/attachments/6640/6640970-1541615ba7815b9ecdd556bddbe0e165.jpg

    Difference in Opex with Belfast and the USA /Brazil is 0.65 so multiplied the Magnet costs in Belfast by that figure to get $9.75


    Total Opex $18.00 USD
    Plus Magnet Costs = $9.75 USD for 3 magnets, Magnets could be even cheaper
    Total Opex = $27.75 USD to process 1kg of magnet to refine 1kg of High Purity Separated Rare Earth Oxides Nd Pr Dy Tb

    At today's REE Prices

    https://hotcopper.com.au/data/attachments/6640/6640981-af781d6cc2e8348b1a9fa168ac178276.jpg
    Total Opex $27.75

    Margin $57.25 USD/kg

    400,000kg x $57.25 = 22.9M USD

    Basically an extra $6.0MUSD from Belfast at today's REOs prices for the USA and Brazil


 
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