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How big is the Caldeira rare earth project?

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Breakdown

0:00lesson

Clay deposit scale and drilling depth

  • Clay up to 100m thick
  • Drilled to 30-35m depth
  • Tons accumulate rapidly
  • 4-year study of mineral distribution
  • 1.66 billion ton resource
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Mining project readiness

  • Preparing for 100M ton mining
  • Tier one global deposit
  • DFS imminent within weeks
  • Low-cost producer in Western world
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Industry comparison

  • Only two major Western rare earths producers
  • MP Materials (Vegas-LA route)
  • Lionus (Mount Weld, Australia)
  • Market caps in tens of billions
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Project positioning

  • Will match output of MP Materials/Lionus
  • Zero to hero trajectory
  • 370M market cap opportunity

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