Love your list. I was thinking there might be a place for the
1) "pegmetite Swarm 9 X 5 kms" somewhere suggesting an increased exploration window
2) SQM link in Australia is to MT186 at 1.5% Kidman Resource (KDR) suggesting premium MRE seeking entity has partnered with WES
3) decimeters (30 cm) Spodumene crystals suggest a higher % in LI02 like PMT ... AZS 14 NOVEMBER 2022 image 2 ...Coarse-grained spodumene crystals in pegmatite 30 cm ... similar to PMT
12 Jan 2023 Corvette | Preliminary Metallurgy ( PMT) •Spodumene is very coarse grained (cm to decimetre scale) and liberates effectively at -6.5 mm and -9.5 mm crush sizes •Reduced energy consumption •Scoping test work (HLS, DMS, Magnetics) indicate that a 5.5+% Li2O spodumene concentrate at high recovery (>75%) is expected using a simple process flowsheet •Dense Media Separation (DMS) + magnetic separation •No significant chemicals required –gravity and water
AZS is silent on Fe203 and Tantalite which PMT has favorable metrics. i.e
•Low Fe2O3 present at 0.65% in concentrate –iron is a key impurity to evaluate •Tantalite concentrate (tantalum) potentially recoverable
4) Plans for 4 drills AZS contrasts in good terrain ($25 m Aus Drill program) with 6 drills in helicopter territory for PMT (90 m CAD drill program)
Note Blair Way CEO of PMT said he believes PMT is a bigger resource than LTR and will release a MRE around June / July 2023.