Media Reports, page-3371

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rhythm34

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20/02/24

13:15

Post #: 72498995
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Originally posted by Proga: ↑

Stage 1 is what is happening now - I know. It will take 2.5-3 yrs to build and 2-2.5yrs to ramp if you have enough graphite. The build site is currently shutdown over winter and there is always delays.

Appeals have pushed this out somewhat, but it certainly will not take 6 years to get up and running - you stated it won't reach nameplate until the end of 2030. Which means TLG won't achieve your projected EBITDA of $260m AUD annually until 2031.

It's logical to ramp the mine at the same rate as the AAM plant. The hard part is building the concentrator plant and dialling it in. NextSource just had problems at their Molo mine with their plant. It's 17ktpa and TLG's will be 22ktpa. You can imagine the problems SYR had with their 350ktpa plant

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STAGE 1: 19,500tpa AAM nameplate by 2026
A$260m annual revenue run rate end 2026

STAGE 2: 104,000tpa AAM nameplate by 2030 (this is what gvan actually said which you are misrepresenting as Stage 1 by 2030)
~A$1300m annual revenue Stage 2 based on total production 104ktpa.
I think the Stage 2 expansion plans will actually be upsized for >150ktpa so >$1.8bn annual revenue in the 2030s

You can read it again slowly here

It really shouldn't be this difficult

SYR Price at posting: 61.8¢ Sentiment: None Disclosure: Not Held
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Media Reports, page-3371

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Media Reports, page-3371

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