Hi Semi Have read of this post which I posted on the MNS forum. IMO this concept that MTT from the special economic zone are proposing to upgrade concentrate for second parties has merit.
https://hotcopper.com.au/posts/31676683/single
The margins is key and as we WKT will not increase capex it is possible to increase revenue via a use of their plant.
What is now possible is to achieve a higher value for smaller flake size sub 180 microns or battery grade. A PFS study would determine the merits but importantly this is now an option. To increase revenue from the lower half of our basket price must be a key objective and this could also add impact to supply tension. Who will get our high value flake graphite?
Walkabout Resource strategy is to remain a simple mining operation with a low cost start up project. What this MTT arrangement would do is shift the uncertainty to MTT and WKT could benefit from the process. Higher revenue is the only way this will work....
Croc
Ann: Company Projects Update, page-240
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