Life’s not all sheet as a REE investor - Mt Weld’s still an A$5.5b cap for their .64Mt @ 1.19% grade NdPr oxide. Nolans is conditionally approved for A$1.5b in debt financing for their .38Mt @ 0.69%. Nevermind the current NdPr oxide market price of $50/kg vs. Arafura’s estimated operating cost of $44/kg (pre-phosphate credits) - being ‘critical’ in the eyes of ECAs clearly has its advantages.
Certainly makes Luni’s economics look nice by comparison… h/t @tradedemon for pointing to Arafura’s latest presentation.
General discussion, page-10839
-
- There are more pages in this discussion • 21 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add WA1 (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$15.64 |
Change
0.650(4.34%) |
Mkt cap ! $981.4M | |||
| Open | High | Low | Value | Volume |
| $15.07 | $15.68 | $14.91 | $2.573M | 168.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 523 | $15.62 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $15.64 | 407 | 6 |
View Market Depth
| Last trade - 13.03pm 24/07/2024 (20 minute delay) ? |
| WA1 (ASX) Chart |