MOZ mosaic brands limited

Comparison to Magnis (MNS) so far

  1. 37,911 Posts.
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    MOZ have not completed their flotation (concentrate) work. As today's announcement said: "the proportion of larger flake sizes will reduce with further processing required to make a graphite concentrate".  However, lets look at what we have so far. From nine drill core samples, MOZ have produced an average of:

    Super jumbo: 48.8%
    Jumbo: 30.2%
    Large: 11.0%
    Total: 89.9%

    MNS have been powering along with their flotation work, achieving better & better results. Their most recent presentation states 87.7% large or greater, with 65.6% jumbo & super jumbo (up from 73% large or greater in their PFS).

    The old MNS PFS of 29/12/14 has in terms of sales revenue:

    Super jumbo: 9.0%
    Jumbo: 32%
    Large: 32%
    Total: 73%

    Even though MNS will probably increase their flake size when their BFS is announced soon, MOZ appear to have an excellent head start with 48.8% super jumbo in the ore versus the old MNS 9.0% super jumbo in their old flotation work.

    @kingofhell or others welcome to correct any erroneous assumptions i made

    Last edited by ddzx: 08/03/16
 
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