LMG 2.08% 4.7¢ latrobe magnesium limited

general discussion, page-1226

  1. 5,948 Posts.
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    For all,

    I surmise that the 10,000 tpa will not be far behind the 1,000 tpa. My understanding from earlier LMG comments is that the 10,000 tpa is not a 10x bigger plant (implying a large more complex/heavy etc structure) but cookie cutting replicas of the first 1,000 tpa probably with a few tweaks of learning added i.e another 9 x 1,000 tpa units to get to the 10,000 p.a. factory output. This should lead to reduced build cost through learnings and faster more efficiency at every point in the build out cycle from construction , delivery, placement and commissioning. LMG have been conservative in their approach and timing and I expect it will not be 9x the first build to get to 10,000 tpa. The biggest issue in my mind is the feed - i.e. feed quality and consistency when arriving in bulk.

    Whether or not the base unit is upsized to a standard of 10,000 t.pa will be a nice problem to have if /when 100,000 tpa plant is the need.

    I would like if a little more comparative performance vs competitors was published with a little more flair. Still, there is time to gather real performance, keep ammunition dry because at the moment the die is cast with no need to spur competitors by rattling their cages.

    Keep fingers crossed that Unit 1 performance knocks the ball out the park. Then it will be a case of lets walk down and get them all.
 
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