Haven't seen this one posted yet - a few interesting snippets - some of which I hadn't heard before:
- 3:06 Very low capex and opex
- 3:10 short listed 2 construction companies from 10 tenders - confidence in capex +/- several percent
- 3:40 450,000 tonne phase 1 producing about 10,000tpa rare earth - entry stage only - big upside in MRE and massive scalability for later
- 6:40 North and Western pit for Phase 1 will last for 40 years alone
- 9:30 Extra 20,000 tonnes pa NdPr projected to be needed in market by at least 2030 - phase 1 can deliver 2,200 tonnes pa NdPr from the King
- 10:30 NdPr prices projected to recover over next years to $120 per kg from current $65 per kg
- 11:45 90% NdPr value is in NdPrDbTy magnets
- 12:35 Feasibility Study and Project Valuation late this quarter or early 3Q
- 19:00 Subsequent phased growth will see mine operate for over hundred years
- 20:20 Construction phase 1 commence 2Q/3Q this year then should be commissioning end 2025
- 20:50 virtually net-zero 120 kg NdPr per tonne concentrate - high grade and non-radioactive
(2200 tonnes pa NdPr * $65/$100/$120 per kg) - (low capex, opex) = good cash flow from Phase 1 (IMHO)
- Forums
- Charts
- Media Thread
Haven't seen this one posted yet - a few interesting snippets -...
-
- There are more pages in this discussion • 49 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LIN (ASX) to my watchlist
(20min delay)
|
|||||
Last
14.0¢ |
Change
0.005(3.70%) |
Mkt cap ! $161.4M |
Open | High | Low | Value | Volume |
13.5¢ | 14.0¢ | 13.5¢ | $131.6K | 959.3K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 327516 | 13.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
14.0¢ | 220259 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
6 | 227516 | 0.135 |
10 | 542392 | 0.130 |
9 | 493211 | 0.125 |
10 | 564208 | 0.120 |
6 | 365965 | 0.115 |
Price($) | Vol. | No. |
---|---|---|
0.140 | 213059 | 3 |
0.145 | 377321 | 2 |
0.150 | 353000 | 5 |
0.155 | 277911 | 7 |
0.160 | 294545 | 5 |
Last trade - 16.10pm 05/07/2024 (20 minute delay) ? |
Featured News
LIN (ASX) Chart |