Arafura - Uran, Thorium, Phosphat und Rare Earth im N.T. (Seite 163)

[kameran]

Antwort auf Beitrag Nr.: 62.757.967 von Goldregen89 am 22.02.20 17:18:22

1mrd capex:
arafura soll 10% des weltweiten bedarfs decken können. weltweite produktion aktuell 30.000t, 10% sind also 3.000t. bei einem preis von 70euro pro kilo also 70.000euro pro t revenue. production cost von 35euro also profit von 35.000 pro tonne. bei production von 3.000t pro jahr sind das 210.000.000 revenue bzw 105.000.000 profit pro jahr. nach 10 jahren finanziert sich das. und der preis von neodym war schon bei über 400euro.
über 97% neodym production läuft in china. hier gibt es massiven bedarf an produktion außerhalb chinas.
neodym in afrika ist wahrscheinlich so viel billiger weil denen das nebenprodukt uran nicht interessiert, keine sicherheitsstandards, billige arbeitskraft. dafür große unsicherheit, immense instabilität in ganz afrika

alle zahlen habe ich aus erinnerung geschrieben und nicht konkret nachgeprüft beim schreiben dieses beitrags. meine erinnerung stammt vom lesen der arafura homepage bzw bzgl der jahresproduktion von google

korrigiert mich gerne.

[computeronline]

Die allerneusten Nachrichten

Arafura Resources Limited (ASX:ARU) has updated the ore reserves for its 100% owned Nolans Neodymium-Praseodymium (NdPr) Project in the Northern Territory. The ore reserves have increased by 54% to 29.5 million tonnes at 2.9% total rare earth oxides (TREO), 13% phosphorus pentoxide (P2O5) and 26.4% neodymium and praseodymium (NdPr) enrichment. The increase now supports 33 years of production – an increase of 10 years on the definitive feasibility study base case. Arafura managing director Gavin Lockyer said: “The increase in ore reserves and mining inventory attests to the long-term potential of the Nolans Project and when read in conjunction with the recently announced deep drilling results, reinforces its standing as a world class NdPr development opportunity.” Mine scheduling The ore reserves are based on the project’s measured and indicated mineral resources and on the pricing, processing and cost assumptions developed during the definitive feasibility study. The new estimate was independently prepared by mining technical services provider Mining Plus and incorporates the updated geometallurgical model derived from the results of beneficiation variability test work on mineralised material types which included samples from the 2019 drilling program at Nolans Bore. Mining Plus also prepared a production schedule based on the mining inventory of around 39.9 million tonnes grading 2.8% TREO and 12% P2O5. Updated preliminary pit design with the ore reserves (red) and inferred mineral resources (yellow) included in the mining inventory Reduced OPEX Scheduling of the mining inventory, with some minor changes to the design envelope of the process plant, provides far superior financial outcomes over those delivered in the DFS base case. The mining inventory production schedule now supports production over 39 years of an average of approximately 4,325 tonnes per annum of NdPr oxide at an operating cost of less than US$24/kilogram of NdPr oxide (net of phosphoric acid by-product credit). This operating cost estimate is based on the cost and pricing assumptions used in the DFS. Lockyer said, “The reduction in operating costs cements Arafura as one of the lowest-cost NdPr producers in the world. “I challenge anyone to find a better fully permitted, fully costed NdPr-focused project outside China. “It meets all the criteria to be a long term, sustainable supplier of critical minerals into clean energy technologies, and will deliver intergenerational benefits in a part of Australia that is challenged by limited opportunities for genuine economic development.” Ongoing activities Project development, product offtake and financing activities are continuing for the Nolans Project, including: Finalising execution readiness and pre-front-end engineering and design (FEED) activities Tendering of the hydrometallurgical plant design and construction contract Engaging with potential NdPr product offtake partners in Japan, Europe, South Korea, the USA and China Engaging with the Australian Government’s Critical Minerals Facilitation Office, Northern Australia Infrastructure Facility (NAIF) and Export Finance Australia (EFA), and with export credit agencies (ECA) in jurisdictions where the company is targeting product offtake or capital equipment procurement opportunities, and Engaging with corporate and debt advisory groups.

[Goldregen89]

Sorry das letzte Pensana sollte natürlich Arafura heißen...

[Goldregen89]

Preproduction Capital Costs, including Contingency: A$M 1,006

Dafür muss erst einmal jemand über 1 Milliarde Dollar in die Hand nehmen. Arafura wäre ein Projekt von vielen, die aufgrund dieser hohen CAPEX nicht realisiert werden. Als Investor würde ich Projekte wie von Pensana Metals bevorzugen, die mit viel geringerer CAPEX auskommen. Avalon hat mit ihrem small scale development Ansatz auch eine gute Herangehensweise. Bei Pensana gehe ich erst rein, wenn klar ist, dass das Projekt auch finanziert wird.

[Bukmop]

Antwort auf Beitrag Nr.: 62.733.307 von M0NEYDESTR0YER am 20.02.20 08:01:47

Dann kann die Party endlich beginnen 👍 wurde langsam auch Zeit

[M0NEYDESTR0YER]

https://wcsecure.weblink.com.au/pdf/ARU/02204276.pdf

[Silversurfer75]

https://www.asx.com.au/asxpdf/20191223/pdf/44ctsxhs22g100.pd…

[Silversurfer75]

USA Rare Earth and Australian Rare Earth Company Arafura Resources Enters Into Strategic Relationship

https://www.goldseiten.de/artikel/435802--USA-Rare-Earth-and…

[M0NEYDESTR0YER]

[Hurlhttps://www.minister.industry.gov.au/ministers/canavan/media…[/url]

[schuh]

Nach Alkane habe ich auch hier heute eine Position erworben.

Hab irgendwie ein gutes Gefühl