Sure, where is the magnet manufacturing capacity?
You seriously think China will pay ARU's "base case" $84kg NdPr, or even Patto's estimated "incentive" threshold $72kg?
I'd be delighted if that were the case, probably an eight figure return, but far more likely UBS's $60kg "barrier to entry" will hold until "end of life" recycling volumes start to build towards 40% NdPr supply, something you don't see in the glossies.
Have another look at ARU's own IRR <$60kg.
MD on Proactive re: critical minerals & Washington, page-19
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