CATL’s IPO and reference to Manono, page-63

My two bobs worth on this issue is:
1. People need to be mindful that at this present point in time tin and tantulum cannot be extracted from the same spodumene process hence one product contaminates the other (hence why you don't produce a 6% grade spodumene with credits in the concentrate currently). What is done is that tin and tantulum will be stripped out and put into the tailings (albeit I suspect a technological solution will be found in due course so that tinand tantulum can be extracted and packaged from teh same process that ultimately ends up producing 6% grade spodumene). So if AVZ want tin/tantulum they will need to treat the tailings and/or extract these and process these when the ore is been crushed and grinded etc at the start of the spodumene process. This was discussed by me in this post n the tin thread: Post #: 31669795 and Post #: 31670113

2. The alternative to 1above is to do what happens at Greenbushes area until a new technological development is found, and that is have different pits. Dedicated pits for spodumene and dedicated pits for tin/tantulum (AVZ has the acreage so is a realistic option).

3. Given the need for ballayst and formation works if seeking a rail solution (connecting into the existing railway 160 km away and need to have the railway essentially above ground), one thing the current tailings IMO can be used for is for that purpose (building the formations/ballyst through ensuring the porosity and culverts can allow the water to follow through it to keep the railway stable with load. Given the curent tailings are after extracting tin/tantulum in the past, I suspect the spodumene tailings there right now may be not that great but I can be wrong given the tin/tantulum process in the past would not be clean and probably contaminated the spod left in those tailings (meaning impurities and impurities are very costly to remove in teh spodumene concentrate and especially the lithium carbonate process). One thing that has improved over the last 50 or so years is the ability to extract byproduct from tailings especially by ensuring what goes into the tailings is not contaminated by the primary production extraction process (which is why point 1 above will work now but I don't think the existing tailings are worth much to be frank - better off for road/rail building IMO assuming that the tailings have some density to it etc etc etc). Could be wrong but I note AVZ never really talks about the tailings - IMO.

Anyway lets see what JORC brings.

All IMO IMO IMO IMO