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QUEST RARE MINERALS LTD V.QRM


Primary Symbol: QRMLF

Quest Rare Minerals Ltd is a Canadian exploration company developing Strange Lake rare earth deposit in northeastern Quebec, Canada. The Strange Lake REE deposit contains quantities of all the rare earth metals used in permanent magnets. The company is to become a supplier of rare earth oxides for the permanent magnet industry to be used in variety of industrial and consumer applications including wind turbines, automobiles, consumer electronics and medical equipment. Its project portfolio includes Strange Lake Rare Earth project, and Strange Lake Preliminary Economic Assessment.


EXPM:QRMLF - Post by User

Bullboard Posts
Post by Ricktheveton Dec 10, 2010 12:43am
510 Views
Post# 17827660

Water man

Water man

   Thinking is quite straight forward actually.   If you are going to spend 200 million building a road and pipeline and 200 million to build a mill and extraction facility you need a long term mine life and a large yearly cash flow to be able to amortize these costs.  If it were a very high grade system but much smaller it would not be economically feasible.  It is exactly these questions and scenarios that are addressed in the PEA and which will be addressed in finer detail in the full economic assessment.

   Personally I like the idea that these costs can be amortized over a mine life of 50 - 75 years.  By then a 400 million start up cost will be peanuts and REE's will be trading at 4x-5x their current value.  This deposit is the sort where multi generation miners may work.
Bullboard Posts