Gareth between us we must have asked all the questions
My notes from the webinar- Resource upgrade in June
- DSO mining equipment on site
- wet season July/ Aug
- Transport - hope to improve on 3 days each way - only drive during the day
not looking at backloads at this time, maybe later
- Stage 2 with the growing resource & reserve, it’s likely to grow beyond the initial 300kt increase in capacity, looking at moving it forward & up to 500kt putting us at 1 million
meeting with Ganfeng later this month, have verbalised the 500t, need to formalise that then announce in next couple of months
- Getting a debt facility in Mali is hard, small pool of lenders but working on it.
- Commissioning - expect to get to nameplate by end of 2024 - so 6 months
- Pricing based on Carbonate + Hydroxide, we get those prices from 2 publicly available pricing authorities, taking into account spot pricing & quarterly pricing in arrears.
Overall we expect to receive a fair market price for the spod, we’ve tested the formula & we believe we’d get a pretty much market price, a floor price - no ceiling
- DSO costs are conservative, most of the costs in DSO mning we’ll incur anyway, mobile crushing unit, lets us commission
Expect around 1.5%, samples at lab awaiting results, hopeful something above the LOM reserve grade of 1.5%, 1.6% would be great
- Hope the better road conditions, larger loads, using containers to bring costs close to DFS of $99 FOB
- Can Ganfeng buy on market - there’s no restrictions
- Forums
- ASX - By Stock
- LLL
- Ann: Leo Lithium Investor Webinar Presentation
Ann: Leo Lithium Investor Webinar Presentation, page-56
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