In the next few weeks the PFS produced by Lycopodium should drop.
Pre-empting that there are a couple of data points that hopefully indicate roughly where this PFS could land.
The first from earlier this year :
https://www.fastmarkets.com/insights/construction-begins-at-ares-us-acidspar-plant-fluorspar-deemed-critical-by-govt/
The second :
https://x.com/grantfwilson/status/1755013536781402350
The third :
https://download-files.wixmp.com/ugd/8105fa_a8add2f7447849ca89a61265de1f35b2.pdf?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.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.StFrpithfEtNxHjEyNZVGH3sLMcGpURovdkdb-7NwoI
Specifically :
https://www.aresmining.com/post/ares-strategic-mining-completes-conceptual-mine-planning
Conjecture is this :
Australian/Speewah production zone 140ktpa to 300ktpa.
Total NSE $US/t Fluourspar range $577 USD to $720 USD.
AIC baseline $219 USD tonne
I'm no accountant but assuming mid range for all 3 figures above - 220ktpa.
Fluorspar of $610 USD - $134MUSD
Total NSR $US/t mill feed - $300USD @ 220ktpa = $66M USD
$68M USD less capex cost of circa USD $200M.
These numbers are going to be way off however, relative ROI will not be that far off the mark IMO.
No idea what the pay down on USD $200M would be, but this looks like it will be relatively profitable.
- Forums
- ASX - By Stock
- 住友商事株式会社 - Sumitomo Shoji Kabushiki Geisha
In the next few weeks the PFS produced by Lycopodium should...
-
-
- There are more pages in this discussion • 33 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add TVN (ASX) to my watchlist
|
|||||
Last
5.6¢ |
Change
0.000(0.00%) |
Mkt cap ! $96.48M |
Open | High | Low | Value | Volume |
5.5¢ | 5.6¢ | 5.4¢ | $26.84K | 488.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 40557 | 5.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
5.6¢ | 162954 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 40557 | 0.055 |
4 | 150071 | 0.054 |
3 | 303700 | 0.053 |
3 | 318990 | 0.052 |
2 | 700000 | 0.051 |
Price($) | Vol. | No. |
---|---|---|
0.056 | 162954 | 3 |
0.057 | 7600 | 1 |
0.058 | 77000 | 1 |
0.059 | 45500 | 1 |
0.060 | 116666 | 2 |
Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
Featured News
TVN (ASX) Chart |