any non-chinese supply is going to valued with a lot of intrinsic value. EV + Rare Earth supply headlines is really lighting a rocket in this space.
With Mining License this has to be worth at least 25% of the Projects NPV \US 914m= 19c
+
Finance isnt a big issue given the advanced nature of studies and refinery and market = 50% of NPV at least putting us at 39c.
The rest of the value is in the market movement or construction but thats harder to predict.
Overall, We are talking about a company valued at 110m with a tier 1 mine in one of the most strategic commercial and geopolitically important industries.
I just hope they survive any short-term movement in the industry which seems behind us now...
Up +50% in a week and little comment?, page-23
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