E25 2.38% 21.5¢ element 25 limited

99.95% High Purity Manganese, page-903

  1. 638 Posts.
    lightbulb Created with Sketch. 59
    low attendance in Perth but some attending via internet

    my overall impression was ok

    clay issue appears finally under control with a record production day recently
    am not a technician but problem had something to do with clay clogging up when the system was pushed. Has been sorted by splitting up supply.
    Focus is on moving production up so cost/ton will decline
    Supply on Mn is plentiful - there is much more out there if needed
    van Jaarsveld pointed out the ease of access relative to Bootu (spelling) mine

    am comfortable sitting out current down move. My feeling on current move is that a single holder is getting out fwiw

    long term picture is good - more announcements on deals on their way....

    cheers
 
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