IXR ionic rare earths limited
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@roblun given you have done the processing calculations, what...

  1. DrSanchez
    683 Posts.
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    19/09/24
    15:21
    Post #: 75747834
    @roblun given you have done the processing calculations, what are your thoughts on MC for Belfast alone? (so excl. LCM NA, VMM, Uganda)

    Based on current RE pricing, and then I'd add 25% to the top myself for an upward pricing trend in 2026 and/or Western pricing.

    10c seems high to me, even including the other arms. Another commercial plant being eyed up in Asia or NA of course would easily change that.

    TIA
    Last edited by DrSanchez: 19/09/24
    IXR Price at posting: 0.8¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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