The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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26.5 x 1000 x 500 = 13.25m Euros/year - Nice little bonus for very little (if any) extra Capex or Opex.
SmEuGd Oxid, TREO 220g/L min, Eu2O3/REO 8%min - 26,5EUR/kg
Https://en.institut-seltene-erden.de/aktuelle-preise-von-seltenen-erden/
A heck of a lot
How much is 500 tpa of SEG worth?
Should be interesting to see how the market reacts to further derisking of the Project.
A Brazil update would be a cherry
Reet,as a total and utter copy and paste troll you don't read and verify what you post just like the pictures of "feed stock" you recently posted as "concentrate" when you should have been writing "carbonate"-the article you have posted this time has a glaring error and you are full of it !
Pea brain, lowest cost producer makes huge profit an even today's prices
From the annual report.
The PEA generates a strong EBITDA
at all pricing scenarios, with our sensitivity
analysis showing that at US$60/kg for Nd and
Pr oxides, which is below the weakest prices
seen in 2023, Phalaborwa would produce
US$82 million per annum EBITDA – rising to
an average of US$504 million per annum over
the project life using long term forecast pricing
from Argus Media published in April 2023
Fulmar29
read the original - https://www.share-talk.com/sp-angel-morning-view-todays-market-view-wednesday-31st-january-2023/
Wonder what will be wrote when rainbows share price takes off?
Only a matter of time now 👍
Conclusion : Reet, you are a moron and there are so many basic errors in that post you should be embarrassed, but I guess you will carry on to earn your crust!
"Conclusion: Rainbow is going to have to work hard to justify the capex required for the Phalaborwa process plant with NdPr prices more than halving alongside significant falls in Dysprosium and Praseodymium and a likely increase in operating costs due to increasing power and labour costs in South Africa. While the K-Tech work is impressive we suspect the critical CIC and CIX processes will need to be trialled in a significantly larger pilot plant before banks are willing to finance a full scale plant in South Africa.
Moreover, given, South Africa’s recent accusation of war crimes by Israel, the financing of larger-scale and critical minerals projects in the region is likely to become significantly more difficult."
Wtf are you on about?
Do not confuse sulfate and carbonate
Page 132. Type, cost and quantity of reagents.
pH specified elsewhere.
Https://www.share-talk.com/sp-angel-morning-view-todays-market-view-wednesday-31st-january-2023/
There are no answers to these questions in the PEA.
What reagents are used to precipitate mixtures of rare earth carbonates and ammonium carbonate? what is the consumption of these reagents, provided that the precipitation of REE carbonates occurs at pH 3.5-4.5. It is necessary to neutralize the acidity, and as you say, "The concentration of sulfuric acid used is specified in the PEA. its not very high."
Its in on of his interviews.
The concertation of sulphuric acid used is specified in the PEA. its not very high.
Is it worth guessing?
It would probably be better to ask George this question.
SP, Assuming both you and Reetech are proven correct, I'm assuming that the CAPEX involves a sulphuric acid regeneration plant to ensure that the acid used for production meets the purity requirements for MREC production. At $8/MT, it's still dirt cheap and ends up as a win/win for both supplier and consumer. Does the FEED include an H2SO4 plant.?
1M H2SO4 contains 98 grams of acid /litre-----240 to 300 grams is therefore around 2.5 to 3M concentration. Kids in school routinely use 1M in their experiments. Dilute H2SO4 which this is behaves as a normal mineral acid. Concentrated H2SO4 is a different matter entirely.
Good news all round then👍