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Aclara Resources - World Class Heavy Rare Earth Projects; Project Updates In Brazil and Chile - Updated Resource and PEA, Permitting Progress
Francois Motte, CFO of Aclara Resources (TSX:ACA) joins me to provide an update on the Company’s heavy rare earth projects; the Carina module in Brazil and the Penco module in Chile.
Starting with the Carina Module which has seen a 77% increase in inferred mineral resources, which will further extend the life of the mine. The updated Preliminary Economic Assessment (PEA) for Carina, announced on September 5th, projects an after-tax NPV at an 8% discount rate of $1.5 billion USD with a base case price forecast, and $2.2 billion USD using incentive price forecast (excluding Chinese supply). The internal rate of return stands at 27% over a 22-year mine life. Francois offers insights into these projections and the price forecasts used. We also cover the company's strategic government relations, including an MOU with the state of Goias in Brazil.
Additionally, we examine the progress in Chile, particularly the EIA observations for the Penco Module and the steps to advance permitting.
Throughout the discussion, Francois highlights the Company's ongoing metallurgical testing, drilling programs, and feasibility studies expected to conclude in the coming years. With these updates, investors can anticipate milestones such as updated resources, advanced metallurgical results, and permitting progress
Please email me any follow up questions you have for Francois. My email address is [email protected].
Click here to visit the Aclara website to learn more about the Company.
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By KE Report
4.3
1111 ratings
Francois Motte, CFO of Aclara Resources (TSX:ACA) joins me to provide an update on the Company’s heavy rare earth projects; the Carina module in Brazil and the Penco module in Chile.
Starting with the Carina Module which has seen a 77% increase in inferred mineral resources, which will further extend the life of the mine. The updated Preliminary Economic Assessment (PEA) for Carina, announced on September 5th, projects an after-tax NPV at an 8% discount rate of $1.5 billion USD with a base case price forecast, and $2.2 billion USD using incentive price forecast (excluding Chinese supply). The internal rate of return stands at 27% over a 22-year mine life. Francois offers insights into these projections and the price forecasts used. We also cover the company's strategic government relations, including an MOU with the state of Goias in Brazil.
Additionally, we examine the progress in Chile, particularly the EIA observations for the Penco Module and the steps to advance permitting.
Throughout the discussion, Francois highlights the Company's ongoing metallurgical testing, drilling programs, and feasibility studies expected to conclude in the coming years. With these updates, investors can anticipate milestones such as updated resources, advanced metallurgical results, and permitting progress
Please email me any follow up questions you have for Francois. My email address is [email protected].
Click here to visit the Aclara website to learn more about the Company.
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