AVZ 0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-54265

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    All great info. Now with respect to the 400Mt at Roche Dure, 131Mt of that, a mining engineer has come in and said "Yep this is economical to mine" to 131.7Mt of this.

    131.7Mt brings life of mine to 29.5 years, which at this point I am sure they would be looking to increase Mtpa through put, as forecasting 30 years into the future is far more challenging, best to mine it out asap. High throughput for as long as possible is obviously the optimal strategy.)

    We are obviously hoping for as much of that 400Mt as possible, I presume further drilling will only increase this. I guess how close we get this to 400Mt is a function of how homogenous the pegmatite truly is.

    https://hotcopper.com.au/data/attachments/3717/3717478-9acf5c4501873e82ba59b272d141fc42.jpg
    https://hotcopper.com.au/data/attachments/3717/3717480-8db683530c52775531d2ba1039c29ac3.jpg
    https://hotcopper.com.au/data/attachments/3717/3717482-626d0039df1dad43cbfdcc30e1210dc9.jpg

    When I form the 3d shape in my head here, the pegmatite looks really pretty homogenous?

    I suppose it would be a fools game trying to forecast that.

    With all that said, a 4.5Mtpa (generating 0.7Mtpa) project with a LOM of 30 years.

    So 0.7Mtpa @ $700 = $490mil/year revenue (just in SC6) from Roch Dure Reserves alone.

 
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