Great post @Lockyg101 ! Very informative. I'm starting to find this stock more and more interesting.
I did see EMN were processing tailings. I agree that fresh ore is definitely better in terms of manganese purity and recovery at the end product. If we focus on costs between processing tailings (EMN), compared to having to mine fresh ore (E25).
I guess the question is, we know we are on track to delivering a premium product, will it be cheaper to add in more processes to get to HPMSM by retreating tailings, or is it more cost effective to have a more economical leach/refining process and spend the money on mining fresh ore.
assuming LOM is the same and they both have the option to the same equivalent resource of manganese.
I'm going to go with the fresh stuff given manganese is typically quite easy to get out the ground.
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