Thatd be conservative but fair to speculate on until dfs.
As i mentioned 4000tpa is pfs level - it was noted instead of 600kwtpa ore intake, Qpm was to expand this to 12,000-15,000kwtpa
Dfs will sort this out.
If anyone reads the article i attached it also states why i believe Samsung or Tier 1 battery manufacturers would want in - theres no supply and the 25k price tag wont last long if theres no supply.
Analysts predict the HPA market will increase by around 16% to 20% annually over the next few years.
According to Altech’s Mr Tan the current HPA market is about 30,000tpa.
Mr Tan anticipates about 38,000tpa of HPA, alone, will be required to coat separators in lithium-ion batteries by 2025.
“If you include the LED industry and separator forecasts, an average of around 92,000tpa of HPA will be used in total by 2025,” Mr Tan told Small Caps.
Qpm has the probable max output of 10ktpa of HPA alone with the upgrade to ore intake
But to play it safe im assuming 4000tpa
Big chunk of the market and LG and Posco are signed up.. whos next onboard.
Theres also magnesia - i havent found a home for this yet but it fetches between $600-$1200pt
and at Pfs levels it states 20ktpa mineral. X increased ore input..
Iron ores yet to be pelletised with results to be announced.
Coming in at 46% haemetite i believe they wanted to do a ore upgrade with sun metals so they can get a greater saleable product.
Pfs = 330,000wmt pa x ore intake upgrade.
Updates required.
Dr Grocott mentioned at the peak of IO run it would have equated for 30% of revenue.
Big chunks of change for 3 side hussles to the more focussed upon nickel/cobalt.
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