MEI 8.33% 11.0¢ meteoric resources nl

General discussion (MEI), page-4193

  1. 271 Posts.
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    Aclara (TSX) listed just released their scoping study/PEA for their Brazilian ionic clay project Carina. Very useful for predicting MEI's scoping study, as it is a very recent study (inflation taken into account), in Brazil (same location) and same type of process and similar scale. Interested in everyone's thoughts??

    OPEX: $13.1 USD/t @setfire2thehive's estimates for MEI look bang on here!
    CAPEX: $576m USD
    for a 9.6 mtpa feed or $60m USD per mtpa feed rate capital intensity
    I think the amateur broker reports have well undercooked their capex estimates for MEI, assuming $200m USD for a 6 mtpa plant. Based on this capex would be ~$360m USD and that's assuming no scale efficiency losses going down from Carina's ~10 mtpa to the broker's assumed 6 mtpa for MEI.

    https://hotcopper.com.au/data/attachments/5913/5913223-81aa4e132a6c6197339f2965901ca0ed.jpg
 
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11.0¢ 11.5¢ 10.5¢ $771.2K 7.171M

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