PEK 0.00% 20.0¢ peak rare earths limited

scoping study numbers out dated, page-50

  1. 2,803 Posts.
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    These would a be good questions to put to management.
    Sjl your figure of 390kg of acid seems way more in line with the original met work for leaching, rather than 3t.
    You need enough liquid to wet the ore properly and drain through.
    And the wording of that ann was a bit weird, what the hell is a "4 day campaign" anyway???

    I am keen to see the PFS. I was also wondering about the 55c/kg transport costs - what, are they mailing it to the port :-)
    I had done some research (based on US rail prices) that suggested the train portion of the transport should only be about 7c/kg. Implies a big cost for the other components (road and storage). Even 30c/kg road costs means $7500 PER trip for a 25t road based transport over about 250km.
    Dont know, 55c/kg seems like a flaky number to me.
    Wonder how much transport costs also blow out the reagent opex numbers too.
    All PEK need is for Moly or LYC to have some more issues (or fail) and customers might start getting nervous, would look to lessen their risk by funding a lower opex producer.
 
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