Understood.
Noting that the IXR latest slide pack has their feasibility study at US$406m NPV8 (pre-tax) and IRR 32.7% post tax.
Plus, they have a 532Mt@640ppm TREO JORC inferred/indicated so 5x what they've used for the DFS. And, as you say, are far more advanced than RDM. And their share price includes their battery recycling project fwiw (vs RDMs other prospects excepting Maronan, which you've netted out as I read your calcs).
Those factors explain some of the differences.
I'd also be interested in how you've derived the IXR Nd2O3 price at US$200/kg versus IXR's DFS basket pricing of $110-138 USD/kg?
And how you've related that $200/kg price to the RE mix for RDM.
Understood. Noting that the IXR latest slide pack has their...
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17.0¢ |
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Mkt cap ! $52.41M | |||
| Open | High | Low | Value | Volume |
| 17.5¢ | 17.5¢ | 17.0¢ | $5.478K | 32.12K |
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| No. | Vol. | Price($) |
|---|---|---|
| 4 | 156082 | 16.5¢ |
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| Price($) | Vol. | No. |
|---|---|---|
| 17.5¢ | 274081 | 5 |
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