For commercial Scale Multiply all this by 20x Once we have the...

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roblun

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2066

30/03/24

21:28

Post #: 73126690
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Originally posted by roblun: ↑

30% Rare Earths can be Extracted from EOL PM The rest Being Iron and Boron = 70%

Total 34.5% Rare Earths , Rest Iron Boron

Nd + Pr Oxides = 93%
Dy Oxide = 1.5%-2.5% *
Ho Oxide = 1.5% - 3.% *
Tb Oxide = 1.5%-2.5% *

* Depending on the Type of Magnet % can change

30t of EOL PM 1/3 will contain Rare Earths which gives IXR 10t of REO

Nd+Pr Oxide @ 99.8%
Nd Oxide @ 99.7%
Dy Oxide @ 99.8%
Tb Oxide @ 99.5%
Ho Oxide @ ?%

10,000kg of REO produced by IXR Breakdown

Nd+Pr Oxides = Approx 9300kg @ 99.8% $50USD/kg = ~$465,000USD
Dy Oxide = Approx 150kg - 250kg @ 99.8% $250USD/kg = ~$37,000USD - $62,000USD
Tb Oxide = Approx 150kg - 250kg @ 99.5% $750USD/kg = ~$112,500USD - $187,500USD
Ho Oxide = Approx 150kg - 300kg @ ?% 60USD/kg ~$9,000USD - $18,000USD

This is a rough Guestimation not including OPEX but from a few years ago

Out of the 10,000kg of REO produced over 90% will be Nd + Pr Oxides followed by the rest Dy, Tb, Ho + others depending on what the Permanent Magnet is designed for

Expand

For commercial Scale

Multiply all this by 20x

Once we have the FS later on mid year, we will have a better understanding with Opex and Capex

China making sure to keep REO Prices low, to keep out competition

Nd+Pr Oxides = Approx 9300kg @ 99.8% $50USD/kg = ~$465,000USD
Dy Oxide = Approx 150kg - 250kg @ 99.8% $250USD/kg = ~$37,000USD - $62,000USD
Tb Oxide = Approx 150kg - 250kg @ 99.5% $750USD/kg = ~$112,500USD - $187,500USD
Ho Oxide = Approx 150kg - 300kg @ ?% 60USD/kg ~$9,000USD - $18,000USD

These amounts above could be 1.75 -2.5 x more because of China intentionally keeping prices at rock bottom

PS these are Guestimation

IXR Price at posting: 1.9¢ Sentiment: Buy Disclosure: Held
6 Upvote

0 Great analysis

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