"well under the cost that LYC ended up with" > you need to redo your numbers, plus the number of years to optimisation, IF they get the funding which per kg NdPr pa is nearly 2x LAMP module 2. Forget the LOM BS.
BTW, what is the cost "LYC ended up with"? Don't you understand they are a long, long way from finished @ LAMP.
Lynas was largely derisked from June Q 2015 when they finally stabilised NdPr trains module 1, frankly I'd rate the risk of PEK & peers NOT getting finance far higher given the rising interest in monazite feed stock. Likely to render all the hard rocks that have been marking time for 6 yrs or so superfluous. There are mountains of RE lying about all over the place.
"well under the cost that LYC ended up with" > you need to redo...
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Last
12.0¢ |
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Mkt cap ! $51.95M | |||
| Open | High | Low | Value | Volume |
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| No. | Vol. | Price($) |
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