ARR scoping study just dropped. Haven't done a full deep dive, but just looking at CAPEX, they have US$456m for 3 mtpa feed rate, or AU$651m at 0.70 USD:AUD. In my previous post, I estimated $700m AUD for 5 mtpa for ARR's circuit, scaling back to 3 mtpa we get my estimate being $420m AUD.
Sorry guys, I was way too generous to ARR, my initial CAPEX estimate was well under what they actually have generated.
For the same REE contained feed rate (given their study head grade is about double Sybella):
- ARR throughput would be 3 mtpa for $651m AUD CAPEX (per their study)
- RDM equivalent would be 6 mtpa for approx. $200m AUD CAPEX
ARR achieves a >20% IRR (22% pre-tax) at USD $91/kg NdPr oxide. Their price estimate is one of the best used, so they have a good project. Which if Sybella can beat will make things interesting..
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