https://pensana.co.uk/wp-content/uploads/2022/06/BMO_Rare_Earth_Supply_Chain_JUNE-2022.pdf
https://*.com.au/news/rock-bottom-prices-rare-earths-forecast-for-decade-long-growth-cycle/
https://unauthorised investment advice/resources/ground-breakers-goldman-says-it-would-cost-us25-billion-for-the-west-to-recreate-chinas-rare-earths-market/ (stock head).
Relevant and interesting reads, some more informative than others. Pensana is quite a speculative read IMO but a few slides are eye-openers like the forecasted deficit figures out to 2035' and Lynas's and MP's Capex (Lynas USD $1.5B) & (MP > USD $2B)
https://www.metal.com/Rare-Earth-Oxides/201102250162 I use metal.com to track NdPrO prices.
I'm expecting the PEA will be speculative in forecasting future prices above USD $90k a ton but under $130. Those are realistically stable market prices through 2030 IMO. But time will tell what number the company goes with and they're going to massage that number for sure while keeping conservative estimates IMO. It's only the PEA so lots of favourable wiggle room that will be good for our SP. Expecting to see IRA benefits input into the PEA in some form as well.
https://pensana.co.uk/wp-content/uploads/2022/06/BMO_Rare_Earth_S...
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