SO4 0.00% 31.0¢ salt lake potash limited

Ann: Trading Halt, page-103

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  1. 11 Posts.
    lightbulb Created with Sketch. 17
    Page 4 of the DFS release - KCL Addition: 42,360 tonnes per annum, also Page 16 & 24. "Steady state plant feed of 2.27Mtpa harvest salt with the addition of 42,360t per annum KCl will support annual production of 245,000t of SOP."
    This is what allowed them to claim an increase in production from 200,000 tpa in the PFS to 245,000 tpa in the DFS.

    APC's DFS - Page 19 - MOP Addition (to the plant) - 5.6tph.

    MOP addition underpins both companies' economic analysis over the life of the project. Because they are assuming that MOP will always be available for the life of their projects, the ASX should have asked both companies these questions:
    1. Do you have long term supply contracts for the MOP
    2. What will it cost to import this MOP
    3. What happens to the NPV of the projects if the MOP is not available

    I've heard MOP sells for over $600/t out of Geraldton - just give CSBP a call...

    Not to mention that both companies have highlighted their green credentials - interesting claim to make when you are importing MOP from Canada, Belarus or Russia & then trucking it from Geraldton to your plant over 800km inland.... then back out again in the form of SOP...
 
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