The possible monster ressource size surely deserves a much bigger marketcap.
But any opinions to other for a valuation relevant figures ?
For example possible output of a mining operation. PLS is planning with 2 mtpa and a further 2 mtpa extension. How big could be a possible Manono mining operation ?
If the tremendous ressource size is not resulting in a bigger mining operation in comparison to peers, it won’t have any significant influence on Manono‘s NPV in comparison to other hopefulls.
Has anybody made some research regarding the logistics issue ?
For comparison Birimias in Mali is having 1.000 km to port and roughly 50% of planned cash costs per tonne are logistics costs. Most of it are handling costs and as a convinced BGS shareholder i’m quite optimistic they can reduce it with some smart solutions. Nevertheless it is an issue.
Manono is approx 2.200 km distance to the next port (Lobito/Angola). Katanga is a well-reputed historical mining province. There must have been a good infrastructure in the past. Does it still exists or are the railways out of order ?
Any research welcome. I'm sure @mineralised you had already spent some time investigating these questions. Your opinion is as always highly appreciated.
- Forums
- ASX - By Stock
- AVZ
- Possibly the world's largest hard-rock spodumene resource
Possibly the world's largest hard-rock spodumene resource, page-21
-
- There are more pages in this discussion • 2,996 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AVZ (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
CCO
THE CALMER CO INTERNATIONAL LIMITED
Anthony Noble, MD & CEO
Anthony Noble
MD & CEO
Previous Video
Next Video
SPONSORED BY The Market Online