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Ann: GAS PIPELINE EARLY WORKS AGREEMENT EXECUTED WITH APA, page-101

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Therookie88

2,711 Posts.

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10/06/22

10:34

Post #: 61935802
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Originally posted by RhysT: ↑

Absolutely we have some sharp guys that hold here and contribute some valuable info.
And i'm also glad the titanium got some thorough discussion.
I think I was the only one who actually voiced $2 coming off the Opex from the titanium byproduct, but I was being facetious as AVL had just released their "bankable" study and they had basically done just that to get their opex, so I made the observation of how our opex would look if we did the same..

AVL's opex would look shocking if they didn't apply this credit, but I don't think ours requires a quick fudge of the numbers, nor do I believe it's this managment team's MO to leave big holes like this in any of their calculations, by throwing an arbitrary credit on the end to bring opex down out of wtf territory.

But the recent discussion has been valuable and highlighted I took the byprouct as a bigger deal than it might be, but we are a high quality vanadium play. If the titanium is economically worth persuiting, TMT will go for it, orherwise they won't. Simple... No crutch required to make this thing work, hence why our flow sheet is about as simple as it gets for vanadium.

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$280 a tonne at 200,000 tonnes per is 80m per year in revenue, take out half for transport and your at 40m.
profit... might not be worth the same as pigment but it's still a significant offset and not pie in the sky assumptions imo

TMT Price at posting: 35.0¢ Sentiment: Buy Disclosure: Held
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Ann: GAS PIPELINE EARLY WORKS AGREEMENT EXECUTED WITH APA, page-101

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