Mont Royal Resources (ASX:MRZ) - 'Undervalued?' Investment series, with Nicholas Holthouse

Mont Royal's management claims Ashram's $2.2B NPV is undervalued by the market mainly due to infrastructure risk and pre-PFS stage, not geology.

• Valuation gap claimed: MRZ cites a $2.2 billion NPV for the Ashram project versus a market cap it says is among the lowest of global rare earth peers.
• Resource scale: Ashram holds 204 million tonnes at 1.88% TREO with a 30-year mine life (PEA scope), though Holthouse says the full resource could support 120+ years.

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