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.
- Forums
- ASX - By Stock
- Spotlight on American Rare Earths
https://pensana.co.uk/wp-content/uploads/2022/06/BMO_Rare_Earth_S...
-
- There are more pages in this discussion • 1,726 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
RNU
Renascor wins a funding boost given it wants to produce a critical mineral – but $5M award pales in comparison to some
FWD
Queensland's housing crisis an opportunity for ASX builder Fleetwood – and taxpayer cash a safe harbour from the storm
Add ARR (ASX) to my watchlist
|
|||||
Last
29.0¢ |
Change
-0.005(1.69%) |
Mkt cap ! $143.3M |
Open | High | Low | Value | Volume |
30.0¢ | 30.0¢ | 28.0¢ | $262.9K | 913.3K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
24 | 40553 | 28.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
29.0¢ | 82501 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 100000 | 0.280 |
7 | 261463 | 0.275 |
1 | 13125 | 0.270 |
5 | 85909 | 0.265 |
3 | 83269 | 0.260 |
Price($) | Vol. | No. |
---|---|---|
0.290 | 82501 | 2 |
0.300 | 22500 | 1 |
0.305 | 52000 | 2 |
0.310 | 71200 | 5 |
0.315 | 69222 | 3 |
Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
Featured News
ARR (ASX) Chart |