Random question that you may know with your former met experience.
SKY Tellebung deposit looks on the face of it pretty similar to Taronga. Both around 0.15% and both claim cassiterite as the host ore.
SKY believe they can get a 5x uplift in head grade using a TOMRA (which we know we have experience with from Renison) but 1SN didn't use an ore sorter in their DFS flowsheet. Is there any reason they couldn't apply this to that deposit?
Because if they could the NPV is going to go a lot higher and it actually starts looking like a good project without needing hugely bullish prices.
MLX Price at posting:
42.5¢ Sentiment: Buy Disclosure: Held
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