Pensana Rare Earth ehem. Pensana Metals - Der neue Kursmagnet! (Seite 141)
eröffnet am 06.02.19 23:56:19 von
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aus hotcopper
Most comments make the mistake of not recognising the distinction between In-Situ resource, ROM Ore, and concentrate and yes I made the mistake of using pure metal prices instead of Oxide prices.
When you look at the make up of the TREO (Table 4 of the Feb 19 release), and cost out the individual REO's you end up with an average "In-Situ" value of around US$200/t, so 240Mt x US$200 = US$48B (NdPr makes up $173 of that value). which is still in the ball park of my previous estimate. (from https//mineralprices.com)
The Weathered zone targeted for initial production contains 23Mt @ 0.86%NdPr(oxide) which has a contained value of US$425/t
Upgrade that to a 41% TREO concentrate ie 1/10th, and we end up with 2.3Mt cons with a contained value of around $5,000/t (discounted to sell at around US$2000/t).
Variable costs per ton of concentrate 10:1 = (mining 1.30 +1.70, processing 27.0)ROM = $300/tconc + transport 220 = $520/tcon
Fixed costs Admin $5M + mining $2M =$7M or $22-35/tconc (depends on mining rate 2 or 3Mtpa ?)
Gross Profit Margin will therefore be in the range of US$290-440M pa, Less Royalty and project share ~ 20%
so EBIT should be between $200-300Mpa
What becomes apparent is that the upgrade ratio from ROM to Concentrate is critical to any attempt to calculate returns, which is why I usually use the In-Situ value as my first pass comparison statistic between various deposits.
Most comments make the mistake of not recognising the distinction between In-Situ resource, ROM Ore, and concentrate and yes I made the mistake of using pure metal prices instead of Oxide prices.
When you look at the make up of the TREO (Table 4 of the Feb 19 release), and cost out the individual REO's you end up with an average "In-Situ" value of around US$200/t, so 240Mt x US$200 = US$48B (NdPr makes up $173 of that value). which is still in the ball park of my previous estimate. (from https//mineralprices.com)
The Weathered zone targeted for initial production contains 23Mt @ 0.86%NdPr(oxide) which has a contained value of US$425/t
Upgrade that to a 41% TREO concentrate ie 1/10th, and we end up with 2.3Mt cons with a contained value of around $5,000/t (discounted to sell at around US$2000/t).
Variable costs per ton of concentrate 10:1 = (mining 1.30 +1.70, processing 27.0)ROM = $300/tconc + transport 220 = $520/tcon
Fixed costs Admin $5M + mining $2M =$7M or $22-35/tconc (depends on mining rate 2 or 3Mtpa ?)
Gross Profit Margin will therefore be in the range of US$290-440M pa, Less Royalty and project share ~ 20%
so EBIT should be between $200-300Mpa
What becomes apparent is that the upgrade ratio from ROM to Concentrate is critical to any attempt to calculate returns, which is why I usually use the In-Situ value as my first pass comparison statistic between various deposits.
Antwort auf Beitrag Nr.: 60.830.471 von Montekaolino am 18.06.19 10:51:37
Na gut dann oute ich mich mal!
Ich bin der, welcher heute morgen mal mit ner Mini Position zu 0,024 rein ist. Einfach mal liegen lassen und vergessen.
Ja und ich gebe es zu. Ich habe nur aus dem Bauch gehandelt. Wenn es ein Totalausfall wird, werd ich es schon verkraften.
Zitat von Montekaolino: In Ffm wird 0,024 Euro bezahlt = ca. 0,039 AUD tollen aufpreis.
Na gut dann oute ich mich mal!
Ich bin der, welcher heute morgen mal mit ner Mini Position zu 0,024 rein ist. Einfach mal liegen lassen und vergessen.
Ja und ich gebe es zu. Ich habe nur aus dem Bauch gehandelt. Wenn es ein Totalausfall wird, werd ich es schon verkraften.
aus Hotcopper
Too early to call but if there is a multi-bagger starring me in the face - this is it.
You have huge deposits in bad locations or small deposits in good locations but you will hardly find a huge quality deposit 300km from port.
The more I look at this, the more I am convinced that this will go to mine. It is too good not to.
Too early to call but if there is a multi-bagger starring me in the face - this is it.
You have huge deposits in bad locations or small deposits in good locations but you will hardly find a huge quality deposit 300km from port.
The more I look at this, the more I am convinced that this will go to mine. It is too good not to.
In Ffm wird 0,024 Euro bezahlt = ca. 0,039 AUD tollen aufpreis.
Trading Spotlight
Antwort auf Beitrag Nr.: 60.823.391 von N.Y. am 17.06.19 14:12:28
Und natuerlich gibts immer nen "internen Kreis" , die schon vorher was wissen oder sich halt an Indizien was zusammenreimen ....die Sorgen dann meist schon Monate vorher beginnend fuer stetig anziehende Umsatzvolumen und kurz bevoer die Frucht reif ist , fuer kräftig anziehende Kurse .... auch das sind typische Indizien dafuer , dass da bald "was kommt" ( Ihr sehts grad auch bei Silex und Medallion sehr deutlich ).
Keiner von uns hier ist "Insider" , wär ja auch ziemliches Glatteis , auf dem man sich da bewegen wuerde
Aber es gibt ausreichend INDIZIEN , wie auch bei den genannten Anderen ..und damit die Chance, sich noch einzudecken
....BEVOR die News fuer alle rausposaunt wird .
UNDERCOVER
Die "Nachrichten" sind noch UNDERCOVER ...so ist das bei den Chinesen immer , wenn die wo die Fuehler ausstrecken. Die halten strikte Diskretion , BIS ALLES IN SACK UND TUETEN IST .... und sie verlangen das kategorisch auch von den Partnern ! Das könnt Ihr ueberall beobachten, wo sie eingestiegen sind ., egal ob im Rohstoffsektor oder im Industriebereich .... stets sorgen sie mit "vollendeten Tatsachen" fuer Ueberraschung (sogar damals hier in SE bei Volvo und Saab).Und natuerlich gibts immer nen "internen Kreis" , die schon vorher was wissen oder sich halt an Indizien was zusammenreimen ....die Sorgen dann meist schon Monate vorher beginnend fuer stetig anziehende Umsatzvolumen und kurz bevoer die Frucht reif ist , fuer kräftig anziehende Kurse .... auch das sind typische Indizien dafuer , dass da bald "was kommt" ( Ihr sehts grad auch bei Silex und Medallion sehr deutlich ).
Keiner von uns hier ist "Insider" , wär ja auch ziemliches Glatteis , auf dem man sich da bewegen wuerde
Aber es gibt ausreichend INDIZIEN , wie auch bei den genannten Anderen ..und damit die Chance, sich noch einzudecken
....BEVOR die News fuer alle rausposaunt wird .
Antwort auf Beitrag Nr.: 60.776.035 von winni2 am 11.06.19 08:12:56Heute auf Tageshoch 0,029 AUD geschlossen, damit wurde die sensible Price-Range 0,024-0,027 AUD verlassen, hier tauchte im Juni 18 und Jan 19 ein größerer Verkäufer auf und sorgte für Abverkäufe.
Wie gesagt erledigt, KE endgültig verdaut, ohne News!!!
Das wird hier noch sehr spassig! :-)
Wie gesagt erledigt, KE endgültig verdaut, ohne News!!!
Das wird hier noch sehr spassig! :-)
noch was
The perfect storm brewing with the US reliant on Australian companies for REE supply and development whilst China are soon to become net importers of NdPr which ultimately is the critical REE to fuel the EV revolution.
Location, Location, Location with PM8 next door to the Chinese Built $1.8B Benguela Railway line which links up with the Lobito deep water port and importantly Pensana Metals sitting on one of the biggest and highest grade NdPr deposits in the world.
All bodes well for offtake negotiations...
The perfect storm brewing with the US reliant on Australian companies for REE supply and development whilst China are soon to become net importers of NdPr which ultimately is the critical REE to fuel the EV revolution.
Location, Location, Location with PM8 next door to the Chinese Built $1.8B Benguela Railway line which links up with the Lobito deep water port and importantly Pensana Metals sitting on one of the biggest and highest grade NdPr deposits in the world.
All bodes well for offtake negotiations...
aus Hotcopper
PM8 - Pensana Metals - Developing the Longonjo Rare Earths Project - Angola.
SOI: 1.462 Billion shares
MC = $39 Million. ( @.027c )
Cash: $5 Million. ( funds from recent CR @ .02c)
Share Price = 0.027c (all time high of .028c)
Pensana have appointed international engineering company Wood Group to execute a Preliminary Feasibility Study for the expedited development of the Longonjo NdPr Project.The study will focus on the delivery of a low capital cost open pit mining operation and exporting floatation concentrates to customers in China via the recently upgraded Benguela rail line and the Atlantic Port of Lobito.
Pensana has identified a practical path to early development that aims to position Longonjo as an important supplier of NdPr raw materials in time to meet looming demand from the electrification of vehiclesThe Company is of the view that, given the work completed to date and the relative simplicity of the operation, following the completion of the PFS, it should be possible to move immediately into Front End Engineering Design and Engineering Procurement Construction.
Current Inferred Mineral Resource estimate of:
240 million tonnes at 1.60% REO including 0.35% NdPrfor 3,850,000 tonnes of REO including 840,000 tonnes of NdPr.
The initial focus for development studies will be on the higher grade component of the weathered zone Mineral Resource, which at a cut of .65% NdPr comprises 22.9 million tonnes at 4.16% REO and .86% NdPr containing around 953,000 tonnes REO including 197,000 tonnes NdPr.
The deposit occurs as a blanket of soft weathered material averaging around 30 metres in thickness and up to 75 metres in places. The highest grades occur from surface. The deposit remains open at depth and in a number of directions laterally. Further drilling is expected to increase the Mineral Resource estimate.
WOODto undertake a study on a1.5 mtpa flotation operation producing 95,000 tonnes of NdPr concentrate for export to China.
The high NdPr grade, low mining costs, good metallurgy and close proximity to major rail highlights the potential to generate very strong cash flow margins.
The high margin NdPr concentrate export strategy avoids the excessive capital cost of downstream processing.
"Longonjo now ranks amongst the very largest and highest grade NdPr projects worldwide and is expected to get bigger at a time when China controls 96% of rare earth magnet production.
It’s not just Longonjo’s high grade and sheer scale that gets us excited. It’s the fact that it’s located right next door to the Chinese‐built US$1.8 billion Benguela rail line which links the project with the Atlantic deep‐water port of Lobito and directly onto customers in China.The earlier Scoping study by WOOD highlighted the benefits of the Chinese funded infrastructure, the high NdPr grade, low mining costs, good metallurgy and the available low‐cost hydro‐electric power.We are now working with them to engineer and design a low capital cost flotation operation that can establish Pensana as a long‐term reliable supplier of high value NdPr concentrates to customers in China.”
Key cornerstone investor FIL Investments International now holds 10% of the Company. This same Company was recently heavily invested in Lynas Corporation LYC and has now begun selling LYC to increase their investment in PM8.
Expected News Flow:-
1/ Remaining assay results from an additional 18 RC drill holes now 2 weeks overdue, and will include the results of the exploration drill holes along the southern margin of the carbonatite. Hole LRC172 intersected deeply weathered carbonatite up to 70 metres in thickness in this position.
2/ 16 Diamond core assays are expected in June.
3/ Updated Mineral Resource estimate to be completed in July 2019.
4/ PFS to be completed by September 2019.
5/ Dual Listing on London Stock Exchange late 2019.
China is also expected to release an announcement by the end of June regarding the export quotas for Rare Earths.
“If rare earths were completely cut off it would definitely damage the Chinese market as well,” Mr Merriman says. “But don’t rule out China slightly damaging itself to push the bigger national strategic picture. They can use this bargaining chip to impact decisions on a more macro scale.”
You can't stop the waves, but you can learn to surf. Fear is the dark room where negatives are developed.
PM8 - Pensana Metals - Developing the Longonjo Rare Earths Project - Angola.
SOI: 1.462 Billion shares
MC = $39 Million. ( @.027c )
Cash: $5 Million. ( funds from recent CR @ .02c)
Share Price = 0.027c (all time high of .028c)
Pensana have appointed international engineering company Wood Group to execute a Preliminary Feasibility Study for the expedited development of the Longonjo NdPr Project.The study will focus on the delivery of a low capital cost open pit mining operation and exporting floatation concentrates to customers in China via the recently upgraded Benguela rail line and the Atlantic Port of Lobito.
Pensana has identified a practical path to early development that aims to position Longonjo as an important supplier of NdPr raw materials in time to meet looming demand from the electrification of vehiclesThe Company is of the view that, given the work completed to date and the relative simplicity of the operation, following the completion of the PFS, it should be possible to move immediately into Front End Engineering Design and Engineering Procurement Construction.
Current Inferred Mineral Resource estimate of:
240 million tonnes at 1.60% REO including 0.35% NdPrfor 3,850,000 tonnes of REO including 840,000 tonnes of NdPr.
The initial focus for development studies will be on the higher grade component of the weathered zone Mineral Resource, which at a cut of .65% NdPr comprises 22.9 million tonnes at 4.16% REO and .86% NdPr containing around 953,000 tonnes REO including 197,000 tonnes NdPr.
The deposit occurs as a blanket of soft weathered material averaging around 30 metres in thickness and up to 75 metres in places. The highest grades occur from surface. The deposit remains open at depth and in a number of directions laterally. Further drilling is expected to increase the Mineral Resource estimate.
WOODto undertake a study on a1.5 mtpa flotation operation producing 95,000 tonnes of NdPr concentrate for export to China.
The high NdPr grade, low mining costs, good metallurgy and close proximity to major rail highlights the potential to generate very strong cash flow margins.
The high margin NdPr concentrate export strategy avoids the excessive capital cost of downstream processing.
"Longonjo now ranks amongst the very largest and highest grade NdPr projects worldwide and is expected to get bigger at a time when China controls 96% of rare earth magnet production.
It’s not just Longonjo’s high grade and sheer scale that gets us excited. It’s the fact that it’s located right next door to the Chinese‐built US$1.8 billion Benguela rail line which links the project with the Atlantic deep‐water port of Lobito and directly onto customers in China.The earlier Scoping study by WOOD highlighted the benefits of the Chinese funded infrastructure, the high NdPr grade, low mining costs, good metallurgy and the available low‐cost hydro‐electric power.We are now working with them to engineer and design a low capital cost flotation operation that can establish Pensana as a long‐term reliable supplier of high value NdPr concentrates to customers in China.”
Key cornerstone investor FIL Investments International now holds 10% of the Company. This same Company was recently heavily invested in Lynas Corporation LYC and has now begun selling LYC to increase their investment in PM8.
Expected News Flow:-
1/ Remaining assay results from an additional 18 RC drill holes now 2 weeks overdue, and will include the results of the exploration drill holes along the southern margin of the carbonatite. Hole LRC172 intersected deeply weathered carbonatite up to 70 metres in thickness in this position.
2/ 16 Diamond core assays are expected in June.
3/ Updated Mineral Resource estimate to be completed in July 2019.
4/ PFS to be completed by September 2019.
5/ Dual Listing on London Stock Exchange late 2019.
China is also expected to release an announcement by the end of June regarding the export quotas for Rare Earths.
“If rare earths were completely cut off it would definitely damage the Chinese market as well,” Mr Merriman says. “But don’t rule out China slightly damaging itself to push the bigger national strategic picture. They can use this bargaining chip to impact decisions on a more macro scale.”
You can't stop the waves, but you can learn to surf. Fear is the dark room where negatives are developed.
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