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So nobody will be able to produce NdPr except the lowest cost producer and all our competition goes bust?

Result..

Where did you get 60%? the tax on minerals is 17% in Tanzania

I don't care what you think, you are an idiot.

Yes its a pilot plant.

More like $1.5 to $7 Kg

https://www.linkedin.com/pulse/price-future-how-much-does-liter-kilogram-hydrogen-rold%C3%A1n-garc%C3%ADa/

MREC/MRES Now.

Oxide by end of the month

George mentioned that he was in discussions to supply the US strategic Rare Earth Stockpile

>>accuracy levels associated with the BFS.

Except it's not verified by an independent Competent Person.

>>The document does exist and the figure is $3943.40.

Source: Trust Me Bro..

>>Dumbo, We have told you numerous times ~ Do your own Research

Provide one source of the OPEX of the MREC plant.

You cannot, it doesn't exist.

There is literally nothing about the feasibility of the proposed plant.

The presentation today doesn't even mention the production costs or income based on todays NdPr prices.

The document is entirely based on BS.

Sundrum:. Gakara was written off. End of.

>> have willingly put out a presentation which includes a verifiable lie in it.

Show me a lie?

Shall I list the laughable claims in PRE's lates presentation, starting with the projections of future NdPr price several times todays price, even though prices have been falling for 18months.

How about the talk of funding as it was a done deal, when it is nothing of the sort?

How about the omission of the word "Bridge" from the mention of the $15m loan?

Maybe because bridge loans are secured on fixed assets .. such as the mine and have a FCA definition of 12months maximum before repayment or can result in asset seizure?

Oh, dear, the PRE employees are having a tantrum today aren't they?

How about giving us a verifiable OPEX value, even something from PRE themselves would be a good enough. I know a PFS, DFS or the cancelled BFS is out of the question, because its a ... secret.

Maybe you could look at the at the PRE company presentation and tell me what the OPEX is ?

is that too much to ask?

Maybe you could throw in the NdPr price required for break even ?

Or would that highlight the the unprofitability of the project.

He's an ex-employee and friend of the ceo.

Obviously I didn't.

But I'd love to see your source of opex and explanation why you think its not in a company presentation.

It is there, however

What's your question on RBW its lost in translation.

I'm quoting from the pensana presentation, in the absence of any independent information such as a PFS.

https://pensana.co.uk/wp-content/uploads/2024/02/Corporate-Presentation-February-2024.pdf

That cost ignores interest and depreciation.

Production cost is 5000 per ton, MREC goes for 4500usd including vat in China.

https://www.metal.com/Concentrate

Lack of news on the Pilot Plant, probably.

The definition of a discovery in O&G and Helium are going to be very different.

Probably the most expensive source of lithium on the planet.

Of course they have delayed the DFS for 8 years

Small trades are probably MM's accidentally self trading.