Development timelines, delay risks and value adding in rare earths - Dec 2012 - Sykes & Trench - Greenfields Research / Curtin University / University of Western Australia

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2 j'aime•568 vues

John Sykes

Business

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GFC: Project suspended

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Purchase of
Mt Weld
completed

Pilot
plant
starts

Rare
earth
resource
announce
d

HofA with
Gansu
Rare
Earths for
downstrea
m plant

Bulk
sample
drilling
for pilot
plant
begins

Resource
Plant
upgrade
moved
A$94.5M
within
Engineering
Malaysian Off-take contracts Malaysia
equity raising & supply
Purchase of
awarded
capex
contracts
GFC:
49% of
increased
awarded
financing
Channar Ltd
Feasibilit
problems
(40% owner of
Downstrea
China Nony Study
Hamersley
m plant
Ferrous deal
complete
Iron Ore)New
moved to
cancelled
d
Malaysian
Malaysia
niobium
Project
plant capex
Downstream
resource
suspended:
increase
agreement
financing
with Rhodia
problems
Resource
Permit
upgrade
approval
s in
Off-take
Malaysia
contracts
awarded

Pilot plant
Scoping
work
Study
completed completed
successfully

Independe
nt review
completed

Legal
dispute
with AMR

A$300M
equity &
debt
funding
secured
Mining
approved
by WA govt
& mine
contract
awarded

A$75M
equity
raising

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More permit
approvals
China NonFerrous
deal
announced

Rare earth
prices soar
– not
reflected in
share price
Rare earth
prices
retreat –
more than
share
prices

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Development timelines, delay risks and value adding in rare earths - Dec 2012 - Sykes & Trench - Greenfields Research / Curtin University / University of Western Australia