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STRATEGY AND OUTLOOK
Arafura’s primary focus is to develop its 100%
-
owned Nolans Project.
The Company has recently completed a review of
the
Nolans Project
f
l
owsheet
and the OPEX and
CAPEX estimates
. The Company has consistently and successfully worked to achieve material
reductions in the Nolans Project
OPEX and CAPEX estimates
over the past 18 months
to enhance
its viability and competitiveness. The Company has i
n
place a viable and preferred proce
ss
flowsheet
and
is now seeking to build on and further
im
p
rove
the Project economics through the
optimisation program. The
Company has engaged with a number of Chinese rare earth experts
for the review and
optimi
s
ation
of its flow
s
heet.
Global d
emand out
look for many rare earth products remains strong. Key drivers for growth are
the
renewable energy, automotive and electronic sectors
.
Supply will be constrained for most
rare earth
products
due to Chinese industry consolidation
and
export restrictions
,
and long
development times for
non
-
Chinese
rare earth projects
.
The
advanced development status of the
Nolans Project means it is well placed to capitalise on this forecast supply shortfall.
The outlook for growth in demand for magnet feed material
is pa
rticularly high
. N
eodymium
is a
critical rare earth for high performance advanced magnets in hybrid electric motors and wind
turbines and is a high value product
.
The Nolans Project is comparatively enriched in neodymium
and
will derive
a substantial prop
ortion
of its revenue from rare earth products whose target
markets have
substantial
growth prospects.





http://www.asx.com.au/asxpdf/20140430/pdf/42pbdtgw9875xx.pdf
 
aus der Diskussion: Arafura - Uran, Thorium, Phosphat und Rare Earth im N.T.
Autor (Datum des Eintrages): Market-Insider  (30.04.14 18:05:22)
Beitrag: 23,645 von 25,620 (ID:46902562)
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