CCM 0.00% 6.7¢ cadoux limited

General Discussion, page-57

  1. 1,023 Posts.
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    If you read between the lines, Minhub could be bigger than first thought as they would be providing the third-party RE feedstock from their Mineral Separation Plant.

    https://hotcopper.com.au/data/attachments/6339/6339212-34607f206baacb4488c662a9eba0f643.jpg

    This aligns with a recent comment from Minhub:

    https://hotcopper.com.au/data/attachments/6339/6339227-1b6eec1674c50553527416e4ab98b6a6.jpg

    As Nolans is still ~4 years away from coming into production the Name Plate Capacity of the initial plant would likely be x before being expanded into a multiple of x down the road. Minhub FS is due to be completed in about 2 months from now so not much longer to wait until we understand better the potential opportunity here.

 
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