Simple really, finance will flow to the most efficient option, which isn't PEK @ $130kg pa NdPr, but it is in front of ARU @ $180kg, if that's any consolation.
These legacy plants are dinosaurs, we are on the cusp of full process being developed <$50kg, that can grow incrementally with end mkts and at start up have operating costs equivalent or perhaps slightly better than what Lynas will achieve after 7yrs building & optimising scale @ 25ktpa, adding the last 1962tpa NdPr @ A$17.80kg BTW.
Simple really, finance will flow to the most efficient option,...
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Last
12.0¢ |
Change
0.005(4.35%) |
Mkt cap ! $51.95M | |||
| Open | High | Low | Value | Volume |
| 11.5¢ | 12.0¢ | 11.5¢ | $51.12K | 431.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 423108 | 11.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 12.0¢ | 357248 | 4 |
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| Last trade - 10.53am 04/12/2024 (20 minute delay) ? |
| PEK (ASX) Chart |
