Gotta say that was a V underwhelming preso from new MD, absolutely no detail value add REO, simply "wot's in the ground" straight to glossy EV forecasts.
And the focus NdPr somewhat ridiculous given Ph1 <600tpa/~$30Mpa (roughly what Lynas will add annually from kiln refurb, let alone 1200tpa expansion) with no mention of the path from concentrate > oxides > customer.
Gotta wonder who he was trying to "sell" to?
Video from 7th Annual InvestorIntel Summit, page-9
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Last
50.0¢ |
Change
-0.005(0.99%) |
Mkt cap ! $301.7M | |||
| Open | High | Low | Value | Volume |
| 51.5¢ | 51.5¢ | 48.0¢ | $944.9K | 1.900M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 134206 | 50.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 50.5¢ | 7500 | 1 |
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| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| ALK (ASX) Chart |