It is unlikely the DSO Study will have anything regarding Novaphos or its equivalents as it is out of scope and that is the primary driver of all activity at this stage.
Maybe the many times lamented Scoping Study now assigned to Bechtel to brush off the dust and complete will make a reference to it but I cannot see it having much relevance any more.
If and when Novaphos prove it can operate its design at full load on an industrial basis for long cycles without failure or peripheral consequence (e.g. dust, increaed wate, increased maintenance etc...) then maybe then AEV can consider it on a cost benefit basis as part of their longer term production platform. Noting it is a prohibitively capital intensive process and not something AEV can afford at the moment or possibly even in the near future.
There are smarter ways to do things than hang on to a past technology that never really saw the light of day due to its original inventor passing away and not much real progress since then. It is a Novaphos issue not an AEV one as AEV will judge it on its merit if and when it gets up to being of industrial grade and of commercially viable.
AEV Price at posting:
1.8¢ Sentiment: None Disclosure: Held
