MTM Chart, page-2196

  1. 66 Posts.
    lightbulb Created with Sketch. 9
    Hi Red,

    I too went down a similar line of analysis, i.e. throughput x conc% x rr% x $/t to arrive at a 'potential' revenue number. However I don't think it is as simple as that and potential revenue probably a lot less. Reasons for such are below.

    - The volume of e scrap is unknown. Is it is sufficient to justify running a processor over a year? I suspect the scrap would only be supplied to match what IC can sell. Since they mention landfill I infer that is a problem.

    - The FJH process isn't actually generating Ga metal, but Ga chlorides. I asked MTM about this and they stated that this is still valuable to IC and can be sold but I assume the market is somewhat limited. Another processing step would be needed to convert into metal.

    - The hypothetical yield is greater than the consumption of GA in US according to mineral commodity study.

    Not to say I don't like the technology and potential of the company I think it probably falls into 'build it and they shall come' category.




 
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