I wrote up a summaryfor myself for what has happened in 2023 and what I predict will occur from2024 onwards.
Upcoming milestones and project summaries (from interviews and announcements)
DSO
- Offtake agreements estimated for Q1 2024
- Production estimated for Q1 2024
- BPH lumps - yellow phosphorous and TPA - to international offtakers
- BPH fines - single superphosphate - international offtakers
- DAPR - direct application phosphate rock - local market
- Anticipating higher cash flow than expected in DSO feso from October
- Base - AUD$238.6
- Spot - AUD$534
LFP
- Discussions with offtakers began in November 2023
- ALEEES helping - ALEEES currently market to majors - Toyota, LG, Samsung
- Offtakes decide production - 10 or 30k, they will take 60-70% of production
- IRR - 20-30%, spot 42%
- Bankable Feasibility study due Q3 2024
- November 2023 - Basic process design complete
- Permitting and regulatory approval by Q2 2024
- Financing by Q3 2024
- Construction Q4 2024
- Will be short as its existing and modular
- Mechanical completion H2 2025
- AEV aims to take meaningful share of ex-china demand
Yellow Phosphorus
- Production will be over 100,000t
- Offtake - Hebang likely 50,000tpa
- Scoping study in 2024
- Likely being developed with Hebang
- Finalized by Q2 2026
2023 was a big year for AEV
- March - LFP Scoping study
- March - NT Govt intent to provide Mineral Leases
- April - $5 million placement
- April - NT Govt awards Mineral Leases a month later
- May - Sean Buxton comes on board
- June - NT Govt commits land for LFP in Middle Arm
- July - Mining Agreement with land holders
- July - Extension of MoU with Aleees and NT Govt
- Sept - Aleees agreement executed
- Sept - Mineral resourse estimate updated to support DSO
- Oct - DSO feaso
- Oct - NT authorises DSO
- Nov - Beginning LFP works and offtaker discussions
- Dec - MoU with Hebang for yellow phosphorus
- Hebang - $2million invested (details of MoU below from 4 December)
- Development of yellow phosphorus, direct shipping, development of renewable energy
- 50,000tpa yellow phosphorus
- Probably taking the BPH lumps
- More funding to come - shares or assset level
- GEAR also participated
- Investor in resources in asia pacific - exploration, mining, and marketing
- Dec - Institutional placement including Directors buying
all imo dyor
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- Future Milestones & 2023 Summary
Future Milestones & 2023 Summary
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