East Coast Research: Analyst Report for Impact Minerals - HPA Lake Hope Project, page-3

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Sander51

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15/04/24

00:55

Post #: 73340603
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Originally posted by Azata85 ↑

Some news Dr. Mike Jones mentioned in the video:

- 22:55 : "there is a couple of [metallurgy] process routes that we have and we are working through both of those ... we should think that by the middle of this year, june/july we will have made that decision and then we will have a very clear path then you know going forward"...
- 23:20: heritage clearance of native group already received; "...mining agreement with Ngadju people over the next 12-18 months..."
- 23:35: environmental approvals, "...and we have just received baseline studies and again no significant impediments on the lake which is uh another fantastic tick"
- 23:50: "approval of the mining lease should be relatively straightforward and relatively fast process"
- 24:20: process plant location: "it will likely be closer to the coast, maybe Bunbury or Collie..."
-24:45: offtake agreements: "...not traded on the open market... you need to provide a product of the right qualitiy and nature that the client wants... and we will be in the position to start doing that in the back end of this year"
-25:00: "...finished PFS in the last quarter of this year"
-25:30: "...mining lease application will be lodged shortly"
-25:55: "... possibly even lower operating costs, although we are still working on that at the moment..."
-32:10: team: "... we have got Roland Gotthard he discovered the deposit he is on board as the project manager uh we have feasibility study manager on board now and he did the feasibility studies for DeGrussa, for Sandfire and also for Nova Ballinger for Sirius... famous discoveries that are well known for having the two shortest track records from discovery to mining... so we got David English on board..."
-34:20 : team: "look we will need other skills after PFS and to help us get through building the mine..."
-29:15: pilot plant: " we will start our pilot plant probably you know by the end of this year... all driven by the unique nature of the lake hope deposit"
-28:30 comparison with Alpha HPA (A4N): " ...we will have different markets to them and different niches thats is we are not trying to replicate what they have done but here is proof if you get it right in the HPA space this is a big driver of value..."

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These are the research notes (PDF) mentioned at the end of the interview

FYI
Microsoft Word - Impact Minerals - ECR initiation report - 5 Mar 2024 (sharesinvalue.com.au)

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IPT Price at posting: 1.6¢ Sentiment: Buy Disclosure: Held
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East Coast Research: Analyst Report for Impact Minerals - HPA Lake Hope Project, page-3

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East Coast Research: Analyst Report for Impact Minerals - HPA Lake Hope Project, page-3

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