LYC 1.14% $6.22 lynas rare earths limited

ntu, page-25

  1. 5,436 Posts.
    borisdog thx again,
    So 1)ore into concentrate first. How bulky is this?

    How possible and at what cost is this process .
    Is this equivalent to Mt Weld plant.

    Then 2) concentrate to REO (eg goes to lamp)

    Aushed , So the concentrate is worth 25% of end product ?

    Correct me if wrong ,only trying to analyse the situation.
    To sum it up.
    It all depends on the inventry (quantity and life of the mine) to decide whether NTU build its own refinery which no doubt requires lots of finance .
    So NTU to weigh up 75% value of end product against the cost to have own refinery .
    If LYC get 75% of the value , Is it not a bonus for them ?

    So this is similar to AGO using the infrastructure/rail of FMG .Pay a fee for the service instead of building another rail line .right?
    Maybe you like to make it more clear,so all understand.
    Education does not hurt anyone.

 
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