Sep. 15 at 4:34 PM
$CRML $MP $USAR $UAMY $TMC
Probably the best opportunity on critical minerals stocks .
Crml is living from march 2025 with a 3 B$ NPV for his asset Tanbreez in Greenland .
NPV is given in 2 documents, PEA and scoping study , both full or errors
in PEA main error is muliplying value of ore from valuable metals extracted by quantity of a component at 17% of ore eudialyte , that reduce revenue from metals by 83% !!!
in scoping study main error above is changed to another , revenue from each metal oxide ( Zr Nb RE) calculated with :
% metal oxide in ore * recovery factor* price of oxide * quantity of ore extracted
is multiplied
another time by % metal oxide in ore ! then multiplied by 10 !!
probably author finding revenue too low thought he has done an error with 10 powers and multiplied by 10 .
That reduces revenue by 93% !
with that , and quantity of ore extracted 121.25/171.25=0,708 than in PEA NPV is still 3 B$ !
he used 8% discount rate vs killing 15% in PEA .
